EPW
AEF

Evolve Private Wealth’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Evolve Private Wealth’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
Q2 		$1.03M Sell
107,573
-4,938
-4% -$45.3K 0.06% 273
2026
Q1 		$820K Buy
112,511
+3,468
+3% +$27.1K 0.04% 388
2025
Q4 		$783K Buy
+109,043
New +$738K 0.05% 369

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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Evolve Private Wealth's AEF Position: Q2 2026 in Review

Evolve Private Wealth reduced its abrdn Emerging Markets Equity Income Fund (AEF) stake by 4.4% in Q2 2026, selling an estimated $45.3K and leaving 107,573 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #273.

Evolve Private Wealth first reported a position in AEF in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold AEF as of Q2 2026.

  • Evolve Private Wealth held 107,573 shares of abrdn Emerging Markets Equity Income Fund worth $1.03M as of Q2 2026.
  • Evolve Private Wealth sold 4,938 abrdn Emerging Markets Equity Income Fund shares in Q2 2026, an estimated $45.3K.
  • abrdn Emerging Markets Equity Income Fund made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #273 holding.
  • Evolve Private Wealth first reported a position in abrdn Emerging Markets Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.