DWM
IAF

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
Q2 		$285K Buy
23,023
+2,865
+14% +$36.3K 0.01% 681
2026
Q1 		$244K Buy
+20,158
New +$268K 0.01% 697

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dakota Wealth Management's IAF Position: Q2 2026 in Review

Dakota Wealth Management increased its abrdn Australia Equity Fund (IAF) stake by 14% in Q2 2026, buying an estimated $36.3K and bringing the position to 23,023 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #681.

Dakota Wealth Management first reported a position in IAF in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IAF as of Q2 2026.

  • Dakota Wealth Management held 23,023 shares of abrdn Australia Equity Fund worth $285K as of Q2 2026.
  • Dakota Wealth Management bought 2,865 abrdn Australia Equity Fund shares in Q2 2026, an estimated $36.3K.
  • abrdn Australia Equity Fund made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Dakota Wealth Management first reported a position in abrdn Australia Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.