India Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of India Fund (IFN) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in India Fund
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All positions including India Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in India Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 63k | 16.53 |
| 2025-03-31 | $999k | 63k | 15.77 |
| 2024-12-31 | $1.0M | 64k | 15.75 |
| 2024-09-30 | $1.3M | 67k | 19.02 |