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 Q3	$339K	Hold	27,050	–	–	0.03%	289
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

NWF Advisory Services's IAF Position: Q3 2026 in Review

NWF Advisory Services held its abrdn Australia Equity Fund (IAF) position steady in Q3 2026 at 27,050 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #289.

NWF Advisory Services first reported a position in IAF in Q1 2024 and has held it in 9 quarters since. The position peaked at $451K in Q3 2024. 8 funds tracked by Wall St. Rank hold IAF as of Q3 2026.

NWF Advisory Services held 27,050 shares of abrdn Australia Equity Fund worth $339K as of Q3 2026.
NWF Advisory Services left its abrdn Australia Equity Fund share count unchanged in Q3 2026.
abrdn Australia Equity Fund made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #289 holding.
NWF Advisory Services first reported a position in abrdn Australia Equity Fund in Q1 2024 and has held it in 9 quarters since.
NWF Advisory Services's abrdn Australia Equity Fund position peaked at $451K in Q3 2024.
8 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.