Northwestern Mutual Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Northwestern Mutual Wealth Management’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	$3.09K	Sell	150 -46	-23%	-$1.07K	﹤0.01%	3463
2025 Q4	$4.9K	Hold	196	–	–	﹤0.01%	3233
2025 Q3	$5.17K	Sell	196 -49	-20%	-$1.33K	﹤0.01%	3134
2025 Q2	$6.92K	Buy	245 +95	+63%	+$2.48K	﹤0.01%	2915
2025 Q1	$3.66K	Hold	150	–	–	﹤0.01%	3019
2024 Q4	$3.79K	Hold	150	–	–	﹤0.01%	3024
2024 Q3	$4.51K	Hold	150	–	–	﹤0.01%	2932
2024 Q2	$4.01K	Sell	150 -2,350	-94%	-$56.5K	﹤0.01%	2924
2024 Q1	$57.4K	Buy	+2,500	New	+$56.6K	﹤0.01%	2023
2019 Q4	–	Sell	-3,500	Closed	-$66K	–	2495
2019 Q3	$66K	Buy	+3,500	New	+$66.3K	﹤0.01%	1322
2018 Q3	–	Sell	-289	Closed	-$7K	–	2538
2018 Q2	$7K	Buy	+289	New	+$8.65K	﹤0.01%	1930

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Northwestern Mutual Wealth Management's IIF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Morgan Stanley India Investment Fund (IIF) stake by 23% in Q1 2026, selling an estimated $1.07K and leaving 150 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Northwestern Mutual Wealth Management first reported a position in IIF in Q2 2018 and has held it in 11 quarters since. The position peaked at $66K in Q3 2019. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Northwestern Mutual Wealth Management held 150 shares of Morgan Stanley India Investment Fund worth $3.09K as of Q1 2026.
Northwestern Mutual Wealth Management sold 46 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $1.07K.
Morgan Stanley India Investment Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3463 holding.
Northwestern Mutual Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q2 2018 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's Morgan Stanley India Investment Fund position peaked at $66K in Q3 2019.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.