RFP
AEF

Root Financial Partners’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Root Financial Partners’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 		– Sell
-63
Closed -$459 – 459
2026
Q1 		$459 Buy
+63
New +$492 ﹤0.01% 2896

Other funds holding AEF

UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Root Financial Partners's AEF Position: Q2 2026 in Review

Root Financial Partners sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q2 2026, closing a stake of 63 shares — an estimated $459 sold.

Root Financial Partners first reported a position in AEF in Q1 2026 and held it in 1 quarter. The position peaked at $459 in Q1 2026. 18 funds tracked by Wall St. Rank hold AEF as of Q2 2026.

  • Root Financial Partners reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 63 abrdn Emerging Markets Equity Income Fund shares in Q2 2026, an estimated $459.
  • Root Financial Partners first reported a position in abrdn Emerging Markets Equity Income Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's abrdn Emerging Markets Equity Income Fund position peaked at $459 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.