Avior Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Avior Wealth Management’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,666	Closed	-$28.2K	–	1731
2024 Q4	$28.2K	Sell	3,666 -4,021	-52%	-$31K	﹤0.01%	1332
2024 Q3	$61K	Sell	7,687 -3,684	-32%	-$28.3K	﹤0.01%	1048
2024 Q2	$83.5K	Sell	11,371 -1,752	-13%	-$12.6K	﹤0.01%	921
2024 Q1	$94.9K	Buy	+13,123	New	+$93.2K	﹤0.01%	987
2020 Q3	–	Sell	-200	Closed	-$1.73K	–	991
2020 Q2	$1K	Buy	+200	New	+$1.62K	﹤0.01%	853

Other funds holding MSD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Avior Wealth Management's MSD Position: Q1 2025 in Review

Avior Wealth Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2025, closing a stake of 3,666 shares — an estimated $28.2K sold.

Avior Wealth Management first reported a position in MSD in Q2 2020 and held it in 5 quarters. The position peaked at $94.9K in Q1 2024. 47 funds tracked by Wall St. Rank hold MSD as of Q1 2025.

Avior Wealth Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,666 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2025, an estimated $28.2K.
Avior Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2020 and held it in 5 quarters.
Avior Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $94.9K in Q1 2024.
47 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.