Global Retirement Partners’s Aberdeen India Fund IFN Stock Holding History

Global Retirement Partners’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	$24K	Buy	+2,039	New	+$23.6K	﹤0.01%	2956
2025 Q4	$24.4K	Hold	1,783	–	–	﹤0.01%	2777
2025 Q3	$26.1K	Buy	1,783 +49	+3%	+$758	﹤0.01%	2268
2025 Q2	$28.7K	Buy	+1,734	New	+$27.6K	﹤0.01%	2085
2024 Q4	$25.7K	Hold	1,630	–	–	﹤0.01%	1955
2024 Q3	$31K	Buy	1,630 +79	+5%	+$1.44K	﹤0.01%	1782
2024 Q2	$27.7K	Buy	1,551 +456	+42%	+$8.29K	﹤0.01%	1825
2024 Q1	$22.4K	Buy	1,095 +24	+2%	+$473	﹤0.01%	1760
2023 Q4	$20.2K	Buy	1,071 +23	+2%	+$395	﹤0.01%	1752
2023 Q3	$17.6K	Buy	1,048 +24	+2%	+$404	﹤0.01%	1697
2023 Q2	$17K	Buy	1,024 +23	+2%	+$359	﹤0.01%	1745
2023 Q1	$15.6K	Buy	1,001 +119	+13%	+$1.84K	﹤0.01%	1748
2022 Q4	$13.1K	Hold	882	–	–	﹤0.01%	1671
2022 Q3	$14K	Buy	882 +22	+3%	+$378	﹤0.01%	1539
2022 Q2	$14K	Buy	860 +26	+3%	+$459	﹤0.01%	1489
2022 Q1	$14K	Buy	+834	New	+$16.8K	﹤0.01%	1493
2021 Q4	–	Sell	-805	Closed	-$19K	–	957
2021 Q3	$19K	Hold	805	–	–	﹤0.01%	1219
2021 Q2	$18K	Hold	805	–	–	﹤0.01%	1217
2021 Q1	$17K	Hold	805	–	–	﹤0.01%	1148
2020 Q4	$16K	Buy	805 +55	+7%	+$1K	﹤0.01%	1109
2020 Q3	$12K	Buy	750 +350	+88%	+$5.75K	﹤0.01%	1088
2020 Q2	$6K	Hold	400	–	–	﹤0.01%	1244
2020 Q1	$5K	Hold	400	–	–	﹤0.01%	1223
2019 Q4	$8K	Hold	400	–	–	﹤0.01%	1197
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	1173
2019 Q2	$9K	Hold	400	–	–	﹤0.01%	1137
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	1080
2018 Q4	$8K	Hold	400	–	–	﹤0.01%	1031
2018 Q3	$9K	Buy	+400	New	+$9.84K	﹤0.01%	1062
2017 Q1	–	Sell	-37	Closed	-$1K	–	1115
2016 Q4	$1K	Buy	+37	New	+$863	﹤0.01%	1007

Other funds holding IFN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Global Retirement Partners's IFN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Aberdeen India Fund (IFN) in Q2 2026: 2,039 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #2956 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IFN as recently as Q4 2025.

Global Retirement Partners first reported a position in IFN in Q4 2016 and has held it in 30 quarters since. The position peaked at $31K in Q3 2024. 66 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

Global Retirement Partners held 2,039 shares of Aberdeen India Fund worth $24K as of Q2 2026.
Aberdeen India Fund was a new Global Retirement Partners position in Q2 2026.
Aberdeen India Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2956 holding.
Global Retirement Partners first reported a position in Aberdeen India Fund in Q4 2016 and has held it in 30 quarters since.
Global Retirement Partners's Aberdeen India Fund position peaked at $31K in Q3 2024.
66 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.