Dakota Wealth Management’s abrdn Australia Equity Fund IAF Stock Holding History

Dakota Wealth Management’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	$244K	Buy	+20,158	New	+$268K	0.01%	697

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

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

Advisory Advocates Grand Rapids, Michigan $97.9M AUM

Dakota Wealth Management's IAF Position: Q1 2026 in Review

Dakota Wealth Management opened a new position in abrdn Australia Equity Fund (IAF) in Q1 2026: 20,158 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings.

28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

Dakota Wealth Management held 20,158 shares of abrdn Australia Equity Fund worth $244K as of Q1 2026.
abrdn Australia Equity Fund was a new Dakota Wealth Management position in Q1 2026.
abrdn Australia Equity Fund made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #697 holding.
28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.