SPIA
IIF

Steward Partners Investment Advisory’s Morgan Stanley India Investment Fund IIF Stock Holding History

Steward Partners Investment Advisory’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 		$7.2K Sell
350
-1,000
-74% -$23.3K ﹤0.01% 3675
2025
Q4 		$33.7K Hold
1,350
– – ﹤0.01% 2888
2025
Q3 		$35.6K Hold
1,350
– – ﹤0.01% 2773
2025
Q2 		$38.1K Buy
1,350
+1,000
+286% +$26.1K ﹤0.01% 2611
2025
Q1 		$8.54K Hold
350
– – ﹤0.01% 3162
2024
Q4 		$8.85K Sell
350
-12
-3% -$334 ﹤0.01% 3148
2024
Q3 		$10.9K Buy
+362
New +$10K ﹤0.01% 2918

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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

Steward Partners Investment Advisory's IIF Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Morgan Stanley India Investment Fund (IIF) stake by 74% in Q1 2026, selling an estimated $23.3K and leaving 350 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Steward Partners Investment Advisory first reported a position in IIF in Q3 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q2 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Steward Partners Investment Advisory held 350 shares of Morgan Stanley India Investment Fund worth $7.2K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,000 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $23.3K.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3675 holding.
  • Steward Partners Investment Advisory first reported a position in Morgan Stanley India Investment Fund in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Morgan Stanley India Investment Fund position peaked at $38.1K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.