Carson Wealth (CWM LLC)
IAF

Carson Wealth (CWM LLC)’s abrdn Australia Equity Fund IAF Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.93K Hold
654
– – ﹤0.01% 4867
2025
Q4 		$8K Hold
654
– – ﹤0.01% 4640
2025
Q3 		$9K Buy
+654
New +$8.93K ﹤0.01% 4525

Other funds holding IAF

Allspring Global Investments
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
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
Osaic Holdings
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its abrdn Australia Equity Fund (IAF) position steady in Q1 2026 at 654 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4867.

Carson Wealth (CWM LLC) first reported a position in IAF in Q3 2025 and has held it in 3 quarters since. The position peaked at $9K in Q3 2025. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 654 shares of abrdn Australia Equity Fund worth $7.93K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its abrdn Australia Equity Fund share count unchanged in Q1 2026.
  • abrdn Australia Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4867 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Australia Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn Australia Equity Fund position peaked at $9K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.