SFS
IAF

Shaker Financial Services’s abrdn Australia Equity Fund IAF Stock Holding History

Shaker Financial 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
2025
Q4 		– Sell
-29,015
Closed -$400K – 172
2025
Q3 		$400K Hold
29,015
– – 0.14% 122
2025
Q2 		$389K Buy
29,015
+4,000
+16% +$50.6K 0.14% 118
2025
Q1 		$302K Buy
25,015
+4,167
+20% +$53.2K 0.12% 131
2024
Q4 		$270K Sell
20,848
-484
-2% -$6.5K 0.1% 156
2024
Q3 		$301K Hold
21,332
– – 0.11% 142
2024
Q2 		$277K Hold
21,332
– – 0.11% 138
2024
Q1 		$273K Hold
21,332
– – 0.11% 135
2023
Q4 		$284K Sell
21,332
-866
-4% -$10.3K 0.12% 133
2023
Q3 		$263K Hold
22,198
– – 0.12% 134
2023
Q2 		$287K Buy
22,198
+4,000
+22% +$52.4K 0.13% 134
2023
Q1 		$240K Buy
18,198
+8,807
+94% +$124K 0.1% 140
2022
Q4 		$127K Hold
9,391
– – 0.06% 144
2022
Q3 		$114K Hold
9,391
– – 0.06% 151
2022
Q2 		$130K Hold
9,391
– – 0.06% 127
2022
Q1 		$177K Sell
9,391
-5,188
-36% -$90K 0.07% 140
2021
Q4 		$265K Hold
14,579
– – 0.09% 145
2021
Q3 		$258K Sell
14,579
-16,331
-53% -$309K 0.1% 125
2021
Q2 		$599K Sell
30,910
-4,800
-13% -$91.6K 0.22% 116
2021
Q1 		$625K Buy
35,710
+8,619
+32% +$144K 0.25% 110
2020
Q4 		$428K Buy
27,091
+7,125
+36% +$105K 0.18% 127
2020
Q3 		$267K Buy
19,966
+9,796
+96% +$137K 0.14% 132
2020
Q2 		$136K Buy
10,170
+5,233
+106% +$65.4K 0.08% 148
2020
Q1 		$58K Hold
4,937
– – 0.04% 155
2019
Q4 		$80K Hold
4,937
– – 0.04% 146
2019
Q3 		$77K Buy
+4,937
New +$78.4K 0.04% 133

Other funds holding IAF

Allspring Global Investments
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Advisory Advocates Grand Rapids, Michigan $97.9M AUM

Shaker Financial Services's IAF Position: Q4 2025 in Review

Shaker Financial Services sold out of abrdn Australia Equity Fund (IAF) in Q4 2025, closing a stake of 29,015 shares — an estimated $400K sold.

Shaker Financial Services first reported a position in IAF in Q3 2019 and held it in 25 quarters. The position peaked at $625K in Q1 2021. 26 funds tracked by Wall St. Rank hold IAF as of Q4 2025.

  • Shaker Financial Services reported no remaining abrdn Australia Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Shaker Financial Services sold 29,015 abrdn Australia Equity Fund shares in Q4 2025, an estimated $400K.
  • Shaker Financial Services first reported a position in abrdn Australia Equity Fund in Q3 2019 and held it in 25 quarters.
  • Shaker Financial Services's abrdn Australia Equity Fund position peaked at $625K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2025.

Based on Shaker Financial Services's 13F filing for Q4 2025, filed 26 Jan 2026.