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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $1.3M 67k 19.02

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding India Fund

Morgan Stanley
Landscape Capital Management
Raymond James & Associates
Royal Bank of Canada
Penserra Capital Management
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Wells Fargo & Company
LPL Financial
Transcend Wealth Collective
Lazard Asset Management
Consolidated Portfolio Review Corp
Bank of America Corporation
EP Wealth Advisors
Commonwealth Equity Services
Creative Planning

View all funds holding India Fund