Stifel Financial’s Morgan Stanley India Investment Fund IIF Stock Holding History

Stifel Financial’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	$1.62M	Sell	70,942 -3,689	-5%	-$80.9K	﹤0.01%	2230
2026 Q1	$1.54M	Sell	74,631 -19,999	-21%	-$466K	﹤0.01%	2143
2025 Q4	$2.36M	Buy	94,630 +7,094	+8%	+$189K	﹤0.01%	1819
2025 Q3	$2.31M	Buy	87,536 +1,579	+2%	+$43K	﹤0.01%	1816
2025 Q2	$2.43M	Buy	85,957 +456	+0.5%	+$11.9K	﹤0.01%	1708
2025 Q1	$2.09M	Buy	85,501 +12,212	+17%	+$295K	﹤0.01%	1738
2024 Q4	$1.85M	Buy	73,289 +7,783	+12%	+$217K	﹤0.01%	1832
2024 Q3	$1.97M	Buy	65,506 +3,411	+5%	+$94.3K	﹤0.01%	1787
2024 Q2	$1.66M	Buy	62,095 +1,348	+2%	+$32.4K	﹤0.01%	1855
2024 Q1	$1.39M	Sell	60,747 -38,378	-39%	-$869K	﹤0.01%	1986
2023 Q4	$2.13M	Buy	99,125 +3,182	+3%	+$70.7K	﹤0.01%	1623
2023 Q3	$2.14M	Buy	95,943 +82,596	+619%	+$1.84M	﹤0.01%	1549
2023 Q2	$289K	Buy	+13,347	New	+$271K	﹤0.01%	2845

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

ACM

Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return

Stifel Financial's IIF Position: Q2 2026 in Review

Stifel Financial reduced its Morgan Stanley India Investment Fund (IIF) stake by 4.9% in Q2 2026, selling an estimated $80.9K and leaving 70,942 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Stifel Financial first reported a position in IIF in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.43M in Q2 2025. 47 funds tracked by Wall St. Rank hold IIF as of Q2 2026.

Stifel Financial held 70,942 shares of Morgan Stanley India Investment Fund worth $1.62M as of Q2 2026.
Stifel Financial sold 3,689 Morgan Stanley India Investment Fund shares in Q2 2026, an estimated $80.9K.
Morgan Stanley India Investment Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2230 holding.
Stifel Financial first reported a position in Morgan Stanley India Investment Fund in Q2 2023 and has held it in 13 quarters since.
Stifel Financial's Morgan Stanley India Investment Fund position peaked at $2.43M in Q2 2025.
47 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.