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 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 $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Commonwealth Equity Services's IIF Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2026, closing a stake of 8,588 shares — an estimated $215K sold.

Commonwealth Equity Services first reported a position in IIF in Q4 2014 and held it in 4 quarters. The position peaked at $1.47M in Q1 2015. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Commonwealth Equity Services reported no remaining Morgan Stanley India Investment Fund position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 8,588 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $215K.
Commonwealth Equity Services first reported a position in Morgan Stanley India Investment Fund in Q4 2014 and held it in 4 quarters.
Commonwealth Equity Services's Morgan Stanley India Investment Fund position peaked at $1.47M in Q1 2015.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.