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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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. 28 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.
28 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.