Chatham Capital Group’s abrdn Australia Equity Fund IAF Stock Holding History

Chatham Capital 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 Q3	–	Sell	-4,208	Closed	-$56.4K	–	198
2025 Q2	$56.4K	Buy	4,208 +67	+2%	+$847	0.01%	197
2025 Q1	$50.1K	Sell	4,141 -1,297	-24%	-$16.5K	0.01%	194
2024 Q4	$68.4K	Buy	+5,438	New	+$73K	0.01%	197

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

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

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

Chatham Capital Group's IAF Position: Q3 2025 in Review

Chatham Capital Group sold out of abrdn Australia Equity Fund (IAF) in Q3 2025, closing a stake of 4,208 shares — an estimated $56.4K sold.

Chatham Capital Group first reported a position in IAF in Q4 2024 and held it in 3 quarters. The position peaked at $68.4K in Q4 2024. 26 funds tracked by Wall St. Rank hold IAF as of Q3 2025.

Chatham Capital Group reported no remaining abrdn Australia Equity Fund position as of Q3 2025 after selling out during the quarter.
Chatham Capital Group sold 4,208 abrdn Australia Equity Fund shares in Q3 2025, an estimated $56.4K.
Chatham Capital Group first reported a position in abrdn Australia Equity Fund in Q4 2024 and held it in 3 quarters.
Chatham Capital Group's abrdn Australia Equity Fund position peaked at $68.4K in Q4 2024.
26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2025.

Based on Chatham Capital Group's 13F filing for Q3 2025, filed 15 Oct 2025.