West Michigan Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

West Michigan Advisors’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	-3,938	Closed	-$54.2K	–	281
2025 Q3	$54.2K	Hold	3,938	–	–	0.01%	258
2025 Q2	$52.8K	Hold	3,938	–	–	0.01%	232
2025 Q1	$49K	Hold	3,938	–	–	0.02%	210
2024 Q4	$51K	Hold	3,938	–	–	0.02%	225
2024 Q3	$55.6K	Hold	3,938	–	–	0.02%	189
2024 Q2	$51.1K	Buy	+3,938	New	+$50.7K	0.02%	176
2023 Q2	–	Sell	-3,726	Closed	-$49.1K	–	257
2023 Q1	$49.1K	Hold	3,726	–	–	0.03%	151
2022 Q4	$49.1K	Hold	3,726	–	–	0.04%	120
2022 Q3	$46K	Hold	3,726	–	–	0.04%	110
2022 Q2	$52K	Hold	3,726	–	–	0.04%	112
2022 Q1	$70K	Hold	3,726	–	–	0.05%	126
2021 Q4	$68K	Buy	+3,726	New	+$67.4K	0.05%	123

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

West Michigan Advisors's IAF Position: Q4 2025 in Review

West Michigan Advisors sold out of abrdn Australia Equity Fund (IAF) in Q4 2025, closing a stake of 3,938 shares — an estimated $54.2K sold.

West Michigan Advisors first reported a position in IAF in Q4 2021 and held it in 12 quarters. The position peaked at $70K in Q1 2022. 26 funds tracked by Wall St. Rank hold IAF as of Q4 2025.

West Michigan Advisors reported no remaining abrdn Australia Equity Fund position as of Q4 2025 after selling out during the quarter.
West Michigan Advisors sold 3,938 abrdn Australia Equity Fund shares in Q4 2025, an estimated $54.2K.
West Michigan Advisors first reported a position in abrdn Australia Equity Fund in Q4 2021 and held it in 12 quarters.
West Michigan Advisors's abrdn Australia Equity Fund position peaked at $70K in Q1 2022.
26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2025.

Based on West Michigan Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.