EWA
IIF

Emergent Wealth Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

Emergent Wealth Advisors’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
2024
Q1 		– Sell
-11,100
Closed -$238K – 122
2023
Q4 		$238K Buy
+11,100
New +$246K 0.22% 92

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Emergent Wealth Advisors's IIF Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2024, closing a stake of 11,100 shares — an estimated $238K sold.

Emergent Wealth Advisors first reported a position in IIF in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 48 funds tracked by Wall St. Rank hold IIF as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 11,100 Morgan Stanley India Investment Fund shares in Q1 2024, an estimated $238K.
  • Emergent Wealth Advisors first reported a position in Morgan Stanley India Investment Fund in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Morgan Stanley India Investment Fund position peaked at $238K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.