BTI
IAF

Blue Trust Inc’s abrdn Australia Equity Fund IAF Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-13
Closed -$179 – 2619
2025
Q2 		$179 Buy
+13
New +$164 ﹤0.01% 2385

Other funds holding IAF

Allspring Global Investments
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Blue Trust Inc's IAF Position: Q3 2025 in Review

Blue Trust Inc sold out of abrdn Australia Equity Fund (IAF) in Q3 2025, closing a stake of 13 shares — an estimated $179 sold.

Blue Trust Inc first reported a position in IAF in Q2 2025 and held it in 1 quarter. The position peaked at $179 in Q2 2025. 26 funds tracked by Wall St. Rank hold IAF as of Q3 2025.

  • Blue Trust Inc reported no remaining abrdn Australia Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 13 abrdn Australia Equity Fund shares in Q3 2025, an estimated $179.
  • Blue Trust Inc first reported a position in abrdn Australia Equity Fund in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's abrdn Australia Equity Fund position peaked at $179 in Q2 2025.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.