Bridgewealth Advisory Group’s abrdn Australia Equity Fund IAF Stock Holding History

Bridgewealth Advisory 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
2026 Q1	$138K	Buy	11,417 +637	+6%	+$8.48K	0.03%	131
2025 Q4	$139K	Sell	10,780 -1	-0%	-$13	0.03%	126
2025 Q3	$148K	Buy	10,781 +272	+3%	+$3.71K	0.03%	121
2025 Q2	$141K	Buy	+10,509	New	+$133K	0.04%	120
2025 Q1	–	Sell	-9,938	Closed	-$133K	–	71
2024 Q4	$133K	Buy	9,938 +288	+3%	+$3.87K	0.04%	113
2024 Q3	$136K	Buy	9,650 +246	+3%	+$3.28K	0.05%	90
2024 Q2	$122K	Buy	9,404 +255	+3%	+$3.28K	0.05%	69
2024 Q1	$117K	Buy	9,149 +475	+5%	+$5.97K	0.06%	78
2023 Q4	$113K	Hold	8,674	–	–	0.09%	79
2023 Q3	$103K	Buy	8,674 +258	+3%	+$3.25K	0.13%	62
2023 Q2	$109K	Buy	8,416 +239	+3%	+$3.13K	0.18%	57
2023 Q1	$108K	Buy	8,177 +449	+6%	+$6.31K	0.2%	53
2022 Q4	$102K	Buy	+7,728	New	+$100K	0.2%	52

Other funds holding IAF

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

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

Bridgewealth Advisory Group's IAF Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its abrdn Australia Equity Fund (IAF) stake by 5.9% in Q1 2026, buying an estimated $8.48K and bringing the position to 11,417 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #131.

Bridgewealth Advisory Group first reported a position in IAF in Q4 2022 and has held it in 13 quarters since. The position peaked at $148K in Q3 2025. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

Bridgewealth Advisory Group held 11,417 shares of abrdn Australia Equity Fund worth $138K as of Q1 2026.
Bridgewealth Advisory Group bought 637 abrdn Australia Equity Fund shares in Q1 2026, an estimated $8.48K.
abrdn Australia Equity Fund made up 0.03% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #131 holding.
Bridgewealth Advisory Group first reported a position in abrdn Australia Equity Fund in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's abrdn Australia Equity Fund position peaked at $148K in Q3 2025.
28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.