FSAG
IIF

Financial Solutions Advisory Group’s Morgan Stanley India Investment Fund IIF Stock Holding History

Financial Solutions Advisory Group’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
Q2 		$442K Buy
19,423
+3,635
+23% +$79.7K 0.06% 122
2026
Q1 		$325K Buy
+15,788
New +$368K 0.04% 130

Other funds holding IIF

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Financial Solutions Advisory Group's IIF Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Morgan Stanley India Investment Fund (IIF) stake by 23% in Q2 2026, buying an estimated $79.7K and bringing the position to 19,423 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #122.

Financial Solutions Advisory Group first reported a position in IIF in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

  • Financial Solutions Advisory Group held 19,423 shares of Morgan Stanley India Investment Fund worth $442K as of Q2 2026.
  • Financial Solutions Advisory Group bought 3,635 Morgan Stanley India Investment Fund shares in Q2 2026, an estimated $79.7K.
  • Morgan Stanley India Investment Fund made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Financial Solutions Advisory Group first reported a position in Morgan Stanley India Investment Fund in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.