SOA Wealth Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

SOA Wealth Advisors’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	$958	Hold	42	–	–	﹤0.01%	801
2026 Q1	$864	Hold	42	–	–	﹤0.01%	755
2025 Q4	$1.05K	Hold	42	–	–	﹤0.01%	753
2025 Q3	$1.11K	Hold	42	–	–	﹤0.01%	763
2025 Q2	$1.19K	Hold	42	–	–	﹤0.01%	745
2025 Q1	$1.02K	Hold	42	–	–	﹤0.01%	739
2024 Q4	$1.06K	Hold	42	–	–	﹤0.01%	728
2024 Q3	$1.26K	Hold	42	–	–	﹤0.01%	705
2024 Q2	$1.12K	Hold	42	–	–	﹤0.01%	720
2024 Q1	$963	Hold	42	–	–	﹤0.01%	767
2023 Q4	$902	Hold	42	–	–	﹤0.01%	764
2023 Q3	$939	Hold	42	–	–	﹤0.01%	777
2023 Q2	$910	Hold	42	–	–	﹤0.01%	789
2023 Q1	$817	Hold	42	–	–	﹤0.01%	807
2022 Q4	$853	Hold	42	–	–	﹤0.01%	807
2022 Q3	$0	Hold	42	–	–	﹤0.01%	892
2022 Q2	$0	Hold	42	–	–	﹤0.01%	907
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	849
2021 Q4	$1K	Hold	42	–	–	﹤0.01%	824
2021 Q3	$1K	Hold	42	–	–	﹤0.01%	842
2021 Q2	$1K	Hold	42	–	–	﹤0.01%	822
2021 Q1	$0	Hold	42	–	–	﹤0.01%	860
2020 Q4	$0	Buy	+42	New	+$800	﹤0.01%	833

Other funds holding IIF

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

SOA Wealth Advisors's IIF Position: Q2 2026 in Review

SOA Wealth Advisors held its Morgan Stanley India Investment Fund (IIF) position steady in Q2 2026 at 42 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #801.

SOA Wealth Advisors first reported a position in IIF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26K in Q3 2024. 5 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

SOA Wealth Advisors held 42 shares of Morgan Stanley India Investment Fund worth $958 as of Q2 2026.
SOA Wealth Advisors left its Morgan Stanley India Investment Fund share count unchanged in Q2 2026.
Morgan Stanley India Investment Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #801 holding.
SOA Wealth Advisors first reported a position in Morgan Stanley India Investment Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Morgan Stanley India Investment Fund position peaked at $1.26K in Q3 2024.
5 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.