NWAM LLC’s Aberdeen India Fund IFN Stock Holding History

NWAM LLC’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	$126K	Sell	10,692 -2,083	-16%	-$24.1K	0.01%	673
2026 Q1	$145K	Buy	12,775 +1,105	+9%	+$14.5K	0.01%	605
2025 Q4	$161K	Buy	+11,670	New	+$170K	0.01%	597
2025 Q3	–	Sell	-10,782	Closed	-$167K	–	650
2025 Q2	$167K	Sell	10,782 -1,143	-10%	-$18.2K	0.01%	599
2025 Q1	$188K	Buy	+11,925	New	+$186K	0.02%	486
2024 Q4	–	Sell	-14,743	Closed	-$280K	–	618
2024 Q3	$280K	Buy	+14,743	New	+$270K	0.02%	510
2024 Q2	–	Sell	-12,630	Closed	-$225K	–	325
2024 Q1	$225K	Buy	+12,630	New	+$249K	0.02%	509
2022 Q1	–	Sell	-10,422	Closed	-$220K	–	541
2021 Q4	$220K	Buy	+10,422	New	+$233K	0.02%	472

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

NWAM LLC's IFN Position: Q2 2026 in Review

NWAM LLC reduced its Aberdeen India Fund (IFN) stake by 16% in Q2 2026, selling an estimated $24.1K and leaving 10,692 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #673.

NWAM LLC first reported a position in IFN in Q4 2021 and has held it in 8 quarters since. The position peaked at $280K in Q3 2024. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

NWAM LLC held 10,692 shares of Aberdeen India Fund worth $126K as of Q2 2026.
NWAM LLC sold 2,083 Aberdeen India Fund shares in Q2 2026, an estimated $24.1K.
Aberdeen India Fund made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #673 holding.
NWAM LLC first reported a position in Aberdeen India Fund in Q4 2021 and has held it in 8 quarters since.
NWAM LLC's Aberdeen India Fund position peaked at $280K in Q3 2024.
67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.