SageView Advisory Group
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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
2026
Q1 		– Sell
-3,139
Closed -$40.6K – 1408
2025
Q4 		$40.6K Buy
+3,139
New +$41.4K ﹤0.01% 1162

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

SageView Advisory Group's IAF Position: Q1 2026 in Review

SageView Advisory Group sold out of abrdn Australia Equity Fund (IAF) in Q1 2026, closing a stake of 3,139 shares — an estimated $40.6K sold.

SageView Advisory Group first reported a position in IAF in Q4 2025 and held it in 1 quarter. The position peaked at $40.6K in Q4 2025. 29 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

  • SageView Advisory Group reported no remaining abrdn Australia Equity Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,139 abrdn Australia Equity Fund shares in Q1 2026, an estimated $40.6K.
  • SageView Advisory Group first reported a position in abrdn Australia Equity Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's abrdn Australia Equity Fund position peaked at $40.6K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.