Belpointe Asset Management’s abrdn Australia Equity Fund IAF Stock Holding History

Belpointe Asset Management’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 Q4	–	Sell	-4,367	Closed	-$60.1K	–	1064
2025 Q3	$60.1K	Hold	4,367	–	–	﹤0.01%	968
2025 Q2	$58.6K	Hold	4,367	–	–	﹤0.01%	916
2025 Q1	$52.8K	Hold	4,367	–	–	﹤0.01%	903
2024 Q4	$58.8K	Hold	4,367	–	–	﹤0.01%	842
2024 Q3	$61.7K	Hold	4,367	–	–	﹤0.01%	852
2024 Q2	$56.7K	Hold	4,367	–	–	﹤0.01%	768
2024 Q1	$55.8K	Hold	4,367	–	–	﹤0.01%	777
2023 Q4	$56.7K	Buy	4,367 +333	+8%	+$3.95K	0.01%	697
2023 Q3	$47.8K	Buy	+4,034	New	+$50.8K	0.01%	642
2023 Q2	–	Sell	-7,171	Closed	-$94.4K	–	1822
2023 Q1	$94.4K	Buy	7,171 +4,003	+126%	+$56.3K	0.01%	1341
2022 Q4	$41.7K	Buy	+3,168	New	+$41.1K	﹤0.01%	1716

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $886M AUM 25.41% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $97.9M AUM

Belpointe Asset Management's IAF Position: Q4 2025 in Review

Belpointe Asset Management sold out of abrdn Australia Equity Fund (IAF) in Q4 2025, closing a stake of 4,367 shares — an estimated $60.1K sold.

Belpointe Asset Management first reported a position in IAF in Q4 2022 and held it in 11 quarters. The position peaked at $94.4K in Q1 2023. 26 funds tracked by Wall St. Rank hold IAF as of Q4 2025.

Belpointe Asset Management reported no remaining abrdn Australia Equity Fund position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 4,367 abrdn Australia Equity Fund shares in Q4 2025, an estimated $60.1K.
Belpointe Asset Management first reported a position in abrdn Australia Equity Fund in Q4 2022 and held it in 11 quarters.
Belpointe Asset Management's abrdn Australia Equity Fund position peaked at $94.4K in Q1 2023.
26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.