Carson Wealth (CWM LLC)’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEF Stock Details AEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8K	Hold	1,486	–	–	﹤0.01%	4745
2025 Q4	$10K	Hold	1,486	–	–	﹤0.01%	4524
2025 Q3	$10K	Hold	1,486	–	–	﹤0.01%	4457
2025 Q2	$9K	Hold	1,486	–	–	﹤0.01%	4331
2025 Q1	$7K	Hold	1,486	–	–	﹤0.01%	4257
2024 Q4	$8K	Hold	1,486	–	–	﹤0.01%	3961
2024 Q3	$8K	Hold	1,486	–	–	﹤0.01%	3868
2024 Q2	$8K	Hold	1,486	–	–	﹤0.01%	3642
2024 Q1	$8K	Buy	+1,486	New	+$7.41K	﹤0.01%	3433
2022 Q2	–	Sell	-844	Closed	-$6K	–	3746
2022 Q1	$6K	Buy	+844	New	+$6.18K	﹤0.01%	2722
2019 Q1	–	Sell	-620	Closed	-$4K	–	2923
2018 Q4	$4K	Buy	+620	New	+$4.05K	﹤0.01%	1573

Other funds holding AEF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AEF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its abrdn Emerging Markets Equity Income Fund (AEF) position steady in Q1 2026 at 1,486 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4745.

Carson Wealth (CWM LLC) first reported a position in AEF in Q4 2018 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold AEF as of Q1 2026.

Carson Wealth (CWM LLC) held 1,486 shares of abrdn Emerging Markets Equity Income Fund worth $10.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its abrdn Emerging Markets Equity Income Fund share count unchanged in Q1 2026.
abrdn Emerging Markets Equity Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4745 holding.
Carson Wealth (CWM LLC) first reported a position in abrdn Emerging Markets Equity Income Fund in Q4 2018 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.