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 Q2	$452K	Sell	38,432 -17,580	-31%	-$203K	﹤0.01%	1071
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 $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's IFN Position: Q2 2026 in Review

EP Wealth Advisors reduced its Aberdeen India Fund (IFN) stake by 31% in Q2 2026, selling an estimated $203K and leaving 38,432 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

EP Wealth Advisors first reported a position in IFN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q3 2024. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

EP Wealth Advisors held 38,432 shares of Aberdeen India Fund worth $452K as of Q2 2026.
EP Wealth Advisors sold 17,580 Aberdeen India Fund shares in Q2 2026, an estimated $203K.
Aberdeen India Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1071 holding.
EP Wealth Advisors first reported a position in Aberdeen India Fund in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Aberdeen India Fund position peaked at $1.26M in Q3 2024.
67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.