AWM
EMD

Avior Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Avior Wealth Management’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
2025
Q2 		– Sell
-37,063
Closed -$367K – 716
2025
Q1 		$367K Buy
37,063
+910
+3% +$8.95K 0.01% 495
2024
Q4 		$348K Sell
36,153
-1,054
-3% -$10.5K 0.01% 549
2024
Q3 		$379K Buy
37,207
+2,517
+7% +$24.7K 0.02% 524
2024
Q2 		$323K Buy
34,690
+1,485
+4% +$13.8K 0.01% 555
2024
Q1 		$319K Buy
+33,205
New +$304K 0.01% 567

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's EMD Position: Q2 2025 in Review

Avior Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2025, closing a stake of 37,063 shares — an estimated $367K sold.

Avior Wealth Management first reported a position in EMD in Q1 2024 and held it in 5 quarters. The position peaked at $379K in Q3 2024. 97 funds tracked by Wall St. Rank hold EMD as of Q2 2025.

  • Avior Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 37,063 Western Asset Emerging Markets Debt Fund shares in Q2 2025, an estimated $367K.
  • Avior Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $379K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.