EP Wealth Advisors’s India Fund IFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
63,342
-14
-0% -$231 0.01% 556
2025
Q1
$999K Sell
63,356
-595
-0.9% -$9.38K 0.01% 499
2024
Q4
$1.01M Sell
63,951
-2,500
-4% -$39.4K 0.01% 498
2024
Q3
$1.26M Buy
+66,451
New +$1.26M 0.01% 443