Creative Planning
IAF

Creative Planning’s abrdn Australia Equity Fund IAF Stock Holding History

Creative Planning’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
2024
Q4 		– Sell
-3,686
Closed -$52.1K – 3634
2024
Q3 		$52.1K Sell
3,686
-500
-12% -$6.67K ﹤0.01% 3096
2024
Q2 		$54.4K Buy
+4,186
New +$53.9K ﹤0.01% 2920
2023
Q4 		– Sell
-6,636
Closed -$78.6K – 2912
2023
Q3 		$78.6K Sell
6,636
-100
-1% -$1.26K ﹤0.01% 2420
2023
Q2 		$87.1K Buy
+6,736
New +$88.2K ﹤0.01% 2367
2022
Q3 		– Sell
-4,302
Closed -$60K – 2378
2022
Q2 		$60K Buy
4,302
+166
+4% +$2.74K ﹤0.01% 2030
2022
Q1 		$78K Hold
4,136
– – ﹤0.01% 2015
2021
Q4 		$75K Hold
4,136
– – ﹤0.01% 1970
2021
Q3 		$73K Buy
+4,136
New +$78.3K ﹤0.01% 1973
2020
Q2 		– Sell
-23,699
Closed -$277K – 2068
2020
Q1 		$277K Buy
+23,699
New +$351K ﹤0.01% 1209
2017
Q3 		– Sell
-1,536
Closed -$28K – 2721
2017
Q2 		$28K Buy
1,536
+334
+28% +$6.14K ﹤0.01% 2932
2017
Q1 		$22K Buy
1,202
+1,135
+1,694% +$20.2K ﹤0.01% 3060
2016
Q4 		$1K Hold
67
– – ﹤0.01% 4439
2016
Q3 		$1K Sell
67
-133
-67% -$2.31K ﹤0.01% 4386
2016
Q2 		$3K Hold
200
– – ﹤0.01% 3886
2016
Q1 		$3K Buy
200
+133
+199% +$2.07K ﹤0.01% 3805
2015
Q4 		$1K Hold
67
– – ﹤0.01% 4205
2015
Q3 		$1K Buy
+67
New +$1.17K ﹤0.01% 4094
2014
Q1 		– Sell
-1,000
Closed -$25K – 3688
2013
Q4 		$25K Sell
1,000
-1,333
-57% -$39.8K ﹤0.01% 2053
2013
Q3 		$72K Buy
2,333
+1,000
+75% +$31K ﹤0.01% 1311
2013
Q2 		$39K Buy
+1,333
New +$41.4K ﹤0.01% 1515

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Creative Planning's IAF Position: Q4 2024 in Review

Creative Planning sold out of abrdn Australia Equity Fund (IAF) in Q4 2024, closing a stake of 3,686 shares — an estimated $52.1K sold.

Creative Planning first reported a position in IAF in Q2 2013 and held it in 20 quarters. The position peaked at $277K in Q1 2020. 29 funds tracked by Wall St. Rank hold IAF as of Q4 2024.

  • Creative Planning reported no remaining abrdn Australia Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 3,686 abrdn Australia Equity Fund shares in Q4 2024, an estimated $52.1K.
  • Creative Planning first reported a position in abrdn Australia Equity Fund in Q2 2013 and held it in 20 quarters.
  • Creative Planning's abrdn Australia Equity Fund position peaked at $277K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.