AWA
EMD

Arkadios Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Arkadios Wealth Advisors’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$139K Buy
14,157
+2,673
+23% +$28.7K ﹤0.01% 1602
2025
Q4 		$122K Buy
11,484
+159
+1% +$1.67K ﹤0.01% 1485
2025
Q3 		$117K Buy
11,325
+119
+1% +$1.22K ﹤0.01% 1398
2025
Q2 		$113K Buy
11,206
+428
+4% +$4.07K ﹤0.01% 1249
2025
Q1 		$107K Buy
10,778
+54
+0.5% +$531 ﹤0.01% 1069
2024
Q4 		$103K Buy
10,724
+575
+6% +$5.71K 0.01% 889
2024
Q3 		$103K Buy
10,149
+55
+0.5% +$539 0.01% 874
2024
Q2 		$94K Buy
10,094
+57
+0.6% +$531 0.01% 801
2024
Q1 		$96.5K Buy
+10,037
New +$92K 0.01% 674
2023
Q2 		– Sell
-11,787
Closed -$101K – 619
2023
Q1 		$101K Sell
11,787
-2,493
-17% -$22.7K 0.01% 586
2022
Q4 		$130K Sell
14,280
-3,835
-21% -$32.8K 0.02% 539
2022
Q3 		$145K Buy
18,115
+315
+2% +$2.83K 0.02% 498
2022
Q2 		$157K Buy
17,800
+1,253
+8% +$12.1K 0.02% 518
2022
Q1 		$178K Buy
16,547
+2,148
+15% +$24.2K 0.02% 538
2021
Q4 		$184K Sell
14,399
-314
-2% -$4.17K 0.02% 562
2021
Q3 		$200K Buy
14,713
+1,191
+9% +$16.6K 0.03% 508
2021
Q2 		$189K Buy
13,522
+1,022
+8% +$14.1K 0.02% 541
2021
Q1 		$165K Hold
12,500
– – 0.03% 440
2020
Q4 		$173K Buy
+12,500
New +$164K 0.04% 347
2020
Q2 		– Sell
-14,200
Closed -$150K – 998
2020
Q1 		$150K Buy
14,200
+500
+4% +$6.79K 0.1% 178
2019
Q4 		$206K Buy
+13,700
New +$192K 0.12% 149

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Arkadios Wealth Advisors's EMD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 23% in Q1 2026, buying an estimated $28.7K and bringing the position to 14,157 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Arkadios Wealth Advisors first reported a position in EMD in Q4 2019 and has held it in 21 quarters since. The position peaked at $206K in Q4 2019. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Arkadios Wealth Advisors held 14,157 shares of Western Asset Emerging Markets Debt Fund worth $139K as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,673 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $28.7K.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1602 holding.
  • Arkadios Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $206K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.