Karpus Investment Management’s abrdn Australia Equity Fund IAF Stock Holding History

Karpus Investment 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	$8.62M	Buy	711,187 +459,225	+182%	+$6.11M	0.27%	90
2025 Q4	$3.26M	Buy	251,962 +197,813	+365%	+$2.61M	0.1%	147
2025 Q3	$746K	Buy	+54,149	New	+$740K	0.02%	183
2024 Q2	–	Sell	-17,542	Closed	-$224K	–	233
2024 Q1	$224K	Buy	17,542 +12,765	+267%	+$160K	0.01%	235
2023 Q4	$62K	Buy	+4,777	New	+$56.6K	﹤0.01%	257
2016 Q4	–	Sell	-31,531	Closed	-$551K	–	155
2016 Q3	$551K	Sell	31,531 -12,893	-29%	-$224K	0.03%	135
2016 Q2	$752K	Sell	44,424 -87,129	-66%	-$1.47M	0.04%	133
2016 Q1	$2.19M	Sell	131,553 -4,148	-3%	-$64.5K	0.1%	114
2015 Q4	$2.22M	Sell	135,701 -79,617	-37%	-$1.32M	0.1%	125
2015 Q3	$3.46M	Sell	215,318 -24,873	-10%	-$435K	0.16%	111
2015 Q2	$4.63M	Sell	240,191 -773	-0.3%	-$16.2K	0.22%	92
2015 Q1	$5.17M	Buy	240,964 +23,076	+11%	+$494K	0.24%	86
2014 Q4	$4.48M	Buy	+217,888	New	+$4.92M	0.21%	94

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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

Karpus Investment Management's IAF Position: Q1 2026 in Review

Karpus Investment Management increased its abrdn Australia Equity Fund (IAF) stake by 182% in Q1 2026, buying an estimated $6.11M and bringing the position to 711,187 shares worth $8.62M. The position accounts for 0.27% of the portfolio, ranked #90.

Karpus Investment Management first reported a position in IAF in Q4 2014 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

Karpus Investment Management held 711,187 shares of abrdn Australia Equity Fund worth $8.62M as of Q1 2026.
Karpus Investment Management bought 459,225 abrdn Australia Equity Fund shares in Q1 2026, an estimated $6.11M.
abrdn Australia Equity Fund made up 0.27% of Karpus Investment Management's portfolio in Q1 2026, its #90 holding.
Karpus Investment Management first reported a position in abrdn Australia Equity Fund in Q4 2014 and has held it in 13 quarters since.
28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.