Advisory Advocates’s abrdn Australia Equity Fund IAF Stock Holding History

Advisory Advocates’s Portfolio IAF Stock Details IAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Sell	11,063 -491	-4%	-$6.21K	0.12%	177
2026 Q1	$140K	Hold	11,554	–	–	0.14%	148
2025 Q4	$149K	Buy	+11,554	New	+$152K	0.15%	157

Other funds holding IAF

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

KIM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Advisory Advocates's IAF Position: Q2 2026 in Review

Advisory Advocates reduced its abrdn Australia Equity Fund (IAF) stake by 4.2% in Q2 2026, selling an estimated $6.21K and leaving 11,063 shares worth $137K. The position accounts for 0.12% of the portfolio, ranked #177.

Advisory Advocates first reported a position in IAF in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 28 funds tracked by Wall St. Rank hold IAF as of Q2 2026.

Advisory Advocates held 11,063 shares of abrdn Australia Equity Fund worth $137K as of Q2 2026.
Advisory Advocates sold 491 abrdn Australia Equity Fund shares in Q2 2026, an estimated $6.21K.
abrdn Australia Equity Fund made up 0.12% of Advisory Advocates's portfolio in Q2 2026, its #177 holding.
Advisory Advocates first reported a position in abrdn Australia Equity Fund in Q4 2025 and has held it in 3 quarters since.
Advisory Advocates's abrdn Australia Equity Fund position peaked at $149K in Q4 2025.
28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.