Carson Wealth (CWM LLC)
AEF

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

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1CP
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UCI
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RCM
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VCWA
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