LPL Financial
IAF

LPL Financial’s abrdn Australia Equity Fund IAF Stock Holding History

LPL Financial’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 		$229K Buy
18,920
+228
+1% +$3.04K ﹤0.01% 5393
2025
Q4 		$242K Sell
18,692
-1,208
-6% -$15.9K ﹤0.01% 5317
2025
Q3 		$274K Sell
19,900
-448
-2% -$6.12K ﹤0.01% 5122
2025
Q2 		$273K Buy
20,348
+94
+0.5% +$1.19K ﹤0.01% 4842
2025
Q1 		$245K Sell
20,254
-1,585
-7% -$20.2K ﹤0.01% 4718
2024
Q4 		$275K Sell
21,839
-840
-4% -$11.3K ﹤0.01% 4605
2024
Q3 		$320K Buy
22,679
+3,430
+18% +$45.8K ﹤0.01% 4372
2024
Q2 		$250K Buy
19,249
+125
+0.7% +$1.61K ﹤0.01% 4397
2024
Q1 		$244K Sell
19,124
-4,398
-19% -$55.3K ﹤0.01% 4358
2023
Q4 		$306K Sell
23,522
-3,438
-13% -$40.8K ﹤0.01% 4079
2023
Q3 		$319K Buy
26,960
+7,128
+36% +$89.8K ﹤0.01% 3862
2023
Q2 		$256K Buy
19,832
+1,494
+8% +$19.6K ﹤0.01% 3977
2023
Q1 		$242K Buy
18,338
+488
+3% +$6.86K ﹤0.01% 3905
2022
Q4 		$235K Sell
17,850
-994
-5% -$12.9K ﹤0.01% 3859
2022
Q3 		$228K Sell
18,844
-1,096
-5% -$15.5K ﹤0.01% 3818
2022
Q2 		$276K Buy
19,940
+585
+3% +$9.65K ﹤0.01% 3694
2022
Q1 		$365K Buy
19,355
+6,119
+46% +$106K ﹤0.01% 3425
2021
Q4 		$240K Sell
13,236
-29
-0.2% -$525 ﹤0.01% 3858
2021
Q3 		$234K Sell
13,265
-638
-5% -$12.1K ﹤0.01% 3843
2021
Q2 		$269K Buy
13,903
+2,926
+27% +$55.8K ﹤0.01% 3671
2021
Q1 		$192K Buy
10,977
+543
+5% +$9.06K ﹤0.01% 3778
2020
Q4 		$165K Sell
10,434
-19
-0.2% -$281 ﹤0.01% 3577
2020
Q3 		$140K Sell
10,453
-554
-5% -$7.75K ﹤0.01% 3302
2020
Q2 		$148K Buy
11,007
+118
+1% +$1.48K ﹤0.01% 3205
2020
Q1 		$127K Buy
10,889
+2,397
+28% +$35.5K ﹤0.01% 2942
2019
Q4 		$138K Sell
8,492
-430
-5% -$6.81K ﹤0.01% 3185
2019
Q3 		$140K Buy
8,922
+38
+0.4% +$603 ﹤0.01% 3104
2019
Q2 		$146K Buy
8,884
+103
+1% +$1.66K ﹤0.01% 3104
2019
Q1 		$143K Sell
8,781
-2,624
-23% -$41.4K ﹤0.01% 3024
2018
Q4 		$163K Sell
11,405
-1,665
-13% -$26.1K ﹤0.01% 2867
2018
Q3 		$234K Buy
13,070
+2,357
+22% +$42.8K ﹤0.01% 2873
2018
Q2 		$201K Buy
10,713
+1,109
+12% +$20.2K ﹤0.01% 2979
2018
Q1 		$174K Sell
9,604
-1,351
-12% -$25.9K ﹤0.01% 2989
2017
Q4 		$209K Sell
10,955
-36,855
-77% -$696K ﹤0.01% 2787
2017
Q3 		$888K Buy
47,810
+1,605
+3% +$29.9K ﹤0.01% 1528
2017
Q2 		$844K Sell
46,205
-26,870
-37% -$494K ﹤0.01% 1481
2017
Q1 		$1.35M Buy
73,075
+4,180
+6% +$74.3K 0.01% 1062
2016
Q4 		$1.14M Sell
68,895
-6,527
-9% -$110K 0.01% 1129
2016
Q3 		$1.29M Buy
75,422
+2,132
+3% +$37.1K 0.01% 1007
2016
Q2 		$1.22M Sell
73,290
-8,382
-10% -$142K 0.01% 1038
2016
Q1 		$1.28M Sell
81,672
-9,544
-10% -$148K ﹤0.01% 1488
2015
Q4 		$1.44M Buy
91,216
+17,144
+23% +$284K ﹤0.01% 1390
2015
Q3 		$1.23M Sell
74,072
-9,297
-11% -$163K 0.01% 1108
2015
Q2 		$1.58M Sell
83,369
-13,770
-14% -$288K 0.01% 1051
2015
Q1 		$2.06M Buy
97,139
+7,953
+9% +$170K 0.01% 896
2014
Q4 		$1.83M Sell
89,186
-9,290
-9% -$210K 0.01% 938
2014
Q3 		$2.33M Buy
98,476
+9,367
+11% +$248K 0.01% 781
2014
Q2 		$2.43M Buy
89,109
+50,400
+130% +$1.37M 0.01% 780
2014
Q1 		$1.05M Buy
38,709
+9,265
+31% +$244K 0.01% 1232
2013
Q4 		$746K Sell
29,444
-10,112
-26% -$302K ﹤0.01% 1448
2013
Q3 		$1.23M Buy
39,556
+5,476
+16% +$170K 0.01% 1063
2013
Q2 		$988K Buy
+34,080
New +$1.06M 0.01% 1127

Other funds holding IAF

Allspring Global Investments
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
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
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Susquehanna International Group
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
AA
Advisory Advocates Grand Rapids, Michigan $97.9M AUM

LPL Financial's IAF Position: Q1 2026 in Review

LPL Financial increased its abrdn Australia Equity Fund (IAF) stake by 1.2% in Q1 2026, buying an estimated $3.04K and bringing the position to 18,920 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #5393.

LPL Financial first reported a position in IAF in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.43M in Q2 2014. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

  • LPL Financial held 18,920 shares of abrdn Australia Equity Fund worth $229K as of Q1 2026.
  • LPL Financial bought 228 abrdn Australia Equity Fund shares in Q1 2026, an estimated $3.04K.
  • abrdn Australia Equity Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5393 holding.
  • LPL Financial first reported a position in abrdn Australia Equity Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's abrdn Australia Equity Fund position peaked at $2.43M in Q2 2014.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.