MCC
IAF

Money Concepts Capital’s abrdn Australia Equity Fund IAF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-890
Closed -$11.7K – 1610
2022
Q4 		$11.7K Buy
+890
New +$11.6K ﹤0.01% 1937
2022
Q2 		– Sell
-837
Closed -$16K – 1989
2022
Q1 		$16K Buy
+837
New +$14.5K ﹤0.01% 1711

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Money Concepts Capital's IAF Position: Q1 2023 in Review

Money Concepts Capital sold out of abrdn Australia Equity Fund (IAF) in Q1 2023, closing a stake of 890 shares — an estimated $11.7K sold.

Money Concepts Capital first reported a position in IAF in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 32 funds tracked by Wall St. Rank hold IAF as of Q1 2023.

  • Money Concepts Capital reported no remaining abrdn Australia Equity Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 890 abrdn Australia Equity Fund shares in Q1 2023, an estimated $11.7K.
  • Money Concepts Capital first reported a position in abrdn Australia Equity Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's abrdn Australia Equity Fund position peaked at $16K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.