EP Wealth Advisors’s 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
2025 Q2	$1.05M	Sell
2025 Q1	$999K	Sell
2024 Q4	$1.01M	Sell
2024 Q3	$1.26M	Buy