Dakota Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Dakota Wealth Management’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	$236K	Buy	+10,355	New	+$227K	﹤0.01%	719

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

Dakota Wealth Management's IIF Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Morgan Stanley India Investment Fund (IIF) in Q2 2026: 10,355 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

47 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

Dakota Wealth Management held 10,355 shares of Morgan Stanley India Investment Fund worth $236K as of Q2 2026.
Morgan Stanley India Investment Fund was a new Dakota Wealth Management position in Q2 2026.
Morgan Stanley India Investment Fund made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #719 holding.
47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.