CA
AEF

Clearstead Advisors’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Clearstead Advisors’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 		$146K Hold
20,000
– – ﹤0.01% 1050
2025
Q4 		$140K Hold
20,000
– – ﹤0.01% 1020
2025
Q3 		$130K Hold
20,000
– – ﹤0.01% 986
2025
Q2 		$119K Hold
20,000
– – ﹤0.01% 1014
2025
Q1 		$99.2K Hold
20,000
– – ﹤0.01% 998
2024
Q4 		$104K Hold
20,000
– – ﹤0.01% 1023
2024
Q3 		$113K Hold
20,000
– – ﹤0.01% 1002
2024
Q2 		$106K Buy
+20,000
New +$103K ﹤0.01% 986

Other funds holding AEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return