Baird Financial Group
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Baird Financial Group’s abrdn Australia Equity Fund IAF Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-12,423
Closed -$156K – 1794
2024
Q4 		$156K Buy
12,423
+503
+4% +$6.76K ﹤0.01% 1703
2024
Q3 		$168K Buy
11,920
+2,284
+24% +$30.5K ﹤0.01% 1672
2024
Q2 		$125K Hold
9,636
– – ﹤0.01% 1708
2024
Q1 		$123K Buy
9,636
+21
+0.2% +$264 ﹤0.01% 1711
2023
Q4 		$125K Buy
9,615
+790
+9% +$9.36K ﹤0.01% 1670
2023
Q3 		$105K Buy
+8,825
New +$111K ﹤0.01% 1666

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group's IAF Position: Q1 2025 in Review

Baird Financial Group sold out of abrdn Australia Equity Fund (IAF) in Q1 2025, closing a stake of 12,423 shares — an estimated $156K sold.

Baird Financial Group first reported a position in IAF in Q3 2023 and held it in 6 quarters. The position peaked at $168K in Q3 2024. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2025.

  • Baird Financial Group reported no remaining abrdn Australia Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 12,423 abrdn Australia Equity Fund shares in Q1 2025, an estimated $156K.
  • Baird Financial Group first reported a position in abrdn Australia Equity Fund in Q3 2023 and held it in 6 quarters.
  • Baird Financial Group's abrdn Australia Equity Fund position peaked at $168K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.