Commonwealth Equity Services’s Morgan Stanley India Investment Fund IIF Stock Holding History

Commonwealth Equity Services’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+8,863	New	+$194K	﹤0.01%	4123
2026 Q1	–	Sell	-8,588	Closed	-$215K	–	4376
2025 Q4	$215K	Buy	+8,588	New	+$229K	﹤0.01%	3918
2025 Q3	–	Sell	-7,223	Closed	-$204K	–	4341
2025 Q2	$204K	Buy	+7,223	New	+$189K	﹤0.01%	3910
2015 Q2	–	Sell	-52,707	Closed	-$1.47M	–	2224
2015 Q1	$1.47M	Buy	52,707 +22,539	+75%	+$638K	0.02%	748
2014 Q4	$811K	Buy	+30,168	New	+$780K	0.01%	1004

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

ACM

Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return

Commonwealth Equity Services's IIF Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Morgan Stanley India Investment Fund (IIF) in Q2 2026: 8,863 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #4123 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in IIF as recently as Q4 2025.

Commonwealth Equity Services first reported a position in IIF in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2015. 47 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

Commonwealth Equity Services held 8,863 shares of Morgan Stanley India Investment Fund worth $202K as of Q2 2026.
Morgan Stanley India Investment Fund was a new Commonwealth Equity Services position in Q2 2026.
Morgan Stanley India Investment Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4123 holding.
Commonwealth Equity Services first reported a position in Morgan Stanley India Investment Fund in Q4 2014 and has held it in 5 quarters since.
Commonwealth Equity Services's Morgan Stanley India Investment Fund position peaked at $1.47M in Q1 2015.
47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.