SageView Advisory Group’s abrdn Australia Equity Fund IAF Stock Holding History

SageView Advisory Group’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
2025 Q4	$40.6K	Buy	+3,139	New	+$41.4K	﹤0.01%	1162

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $97.9M AUM

SageView Advisory Group's IAF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in abrdn Australia Equity Fund (IAF) in Q4 2025: 3,139 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

26 funds tracked by Wall St. Rank hold IAF as of Q4 2025.

SageView Advisory Group held 3,139 shares of abrdn Australia Equity Fund worth $40.6K as of Q4 2025.
abrdn Australia Equity Fund was a new SageView Advisory Group position in Q4 2025.
abrdn Australia Equity Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1162 holding.
26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.