Arete Wealth Advisors
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Arete Wealth Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

Arete Wealth Advisors’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
2025
Q2 		– Sell
-3,556
Closed -$43K – 769
2025
Q1 		$43K Sell
3,556
-44
-1% -$561 ﹤0.01% 705
2024
Q4 		$45K Buy
+3,600
New +$48.4K ﹤0.01% 734

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arete Wealth Advisors's IAF Position: Q2 2025 in Review

Arete Wealth Advisors sold out of abrdn Australia Equity Fund (IAF) in Q2 2025, closing a stake of 3,556 shares — an estimated $43K sold.

Arete Wealth Advisors first reported a position in IAF in Q4 2024 and held it in 2 quarters. The position peaked at $45K in Q4 2024. 29 funds tracked by Wall St. Rank hold IAF as of Q2 2025.

  • Arete Wealth Advisors reported no remaining abrdn Australia Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,556 abrdn Australia Equity Fund shares in Q2 2025, an estimated $43K.
  • Arete Wealth Advisors first reported a position in abrdn Australia Equity Fund in Q4 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's abrdn Australia Equity Fund position peaked at $45K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.