NWF Advisory Services’s abrdn Australia Equity Fund IAF Stock Holding History

NWF Advisory Services’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	$335K	Sell	27,050 -9,477	-26%	-$120K	0.03%	290
2026 Q1	$443K	Buy	36,527 +2,034	+6%	+$27.1K	0.05%	227
2025 Q4	$446K	Buy	+34,493	New	+$455K	0.05%	220
2025 Q3	–	Sell	-33,663	Closed	-$451K	–	437
2025 Q2	$451K	Buy	33,663 +887	+3%	+$11.2K	0.05%	226
2025 Q1	$396K	Buy	+32,776	New	+$418K	0.06%	209
2024 Q4	–	Sell	-31,950	Closed	-$451K	–	350
2024 Q3	$451K	Buy	31,950 +816	+3%	+$10.9K	0.07%	183
2024 Q2	$404K	Sell	31,134 -1,035	-3%	-$13.3K	0.06%	185
2024 Q1	$411K	Buy	+32,169	New	+$404K	0.07%	188

Other funds holding IAF

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

NWF Advisory Services's IAF Position: Q2 2026 in Review

NWF Advisory Services reduced its abrdn Australia Equity Fund (IAF) stake by 26% in Q2 2026, selling an estimated $120K and leaving 27,050 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #290.

NWF Advisory Services first reported a position in IAF in Q1 2024 and has held it in 8 quarters since. The position peaked at $451K in Q3 2024. 6 funds tracked by Wall St. Rank hold IAF as of Q2 2026.

NWF Advisory Services held 27,050 shares of abrdn Australia Equity Fund worth $335K as of Q2 2026.
NWF Advisory Services sold 9,477 abrdn Australia Equity Fund shares in Q2 2026, an estimated $120K.
abrdn Australia Equity Fund made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #290 holding.
NWF Advisory Services first reported a position in abrdn Australia Equity Fund in Q1 2024 and has held it in 8 quarters since.
NWF Advisory Services's abrdn Australia Equity Fund position peaked at $451K in Q3 2024.
6 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.