EPW
IIF

Evolve Private Wealth’s Morgan Stanley India Investment Fund IIF Stock Holding History

Evolve Private Wealth’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
2026
Q1 		– Sell
-9,171
Closed -$247K – 1027
2025
Q4 		$247K Buy
+9,171
New +$245K 0.01% 798

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

Evolve Private Wealth's IIF Position: Q1 2026 in Review

Evolve Private Wealth sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2026, closing a stake of 9,171 shares — an estimated $247K sold.

Evolve Private Wealth first reported a position in IIF in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Evolve Private Wealth reported no remaining Morgan Stanley India Investment Fund position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 9,171 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $247K.
  • Evolve Private Wealth first reported a position in Morgan Stanley India Investment Fund in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Morgan Stanley India Investment Fund position peaked at $247K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.