EP Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

EP Wealth Advisors’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$634K	Sell	56,012 -3,025	-5%	-$39.8K	﹤0.01%	804
2025 Q4	$809K	Buy	+59,037	New	+$860K	﹤0.01%	680
2025 Q2	$1.05M	Sell	63,342 -14	-0%	-$223	0.01%	556
2025 Q1	$999K	Sell	63,356 -595	-0.9%	-$9.27K	0.01%	499
2024 Q4	$1.01M	Sell	63,951 -2,500	-4%	-$43.9K	0.01%	498
2024 Q3	$1.26M	Buy	+66,451	New	+$1.21M	0.01%	443

Other funds holding IFN

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EP Wealth Advisors's IFN Position: Q1 2026 in Review

EP Wealth Advisors reduced its Aberdeen India Fund (IFN) stake by 5.1% in Q1 2026, selling an estimated $39.8K and leaving 56,012 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

EP Wealth Advisors first reported a position in IFN in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2024. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

EP Wealth Advisors held 56,012 shares of Aberdeen India Fund worth $634K as of Q1 2026.
EP Wealth Advisors sold 3,025 Aberdeen India Fund shares in Q1 2026, an estimated $39.8K.
Aberdeen India Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #804 holding.
EP Wealth Advisors first reported a position in Aberdeen India Fund in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Aberdeen India Fund position peaked at $1.26M in Q3 2024.
70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.