Carolinas Wealth Consulting’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-4,121	Closed	-$39.6K	–	1037
2024 Q4	$39.6K	Buy	4,121 +140	+4%	+$1.39K	0.01%	395
2024 Q3	$40.5K	Buy	3,981 +103	+3%	+$1.01K	0.01%	390
2024 Q2	$36.1K	Buy	3,878 +104	+3%	+$968	0.01%	407
2024 Q1	$36.3K	Buy	3,774 +69	+2%	+$633	0.01%	421
2023 Q4	$34.1K	Buy	3,705 +107	+3%	+$917	0.01%	387
2023 Q3	$29.3K	Buy	3,598 +119	+3%	+$1.05K	0.01%	381
2023 Q2	$30K	Buy	3,479 +84	+2%	+$728	0.01%	417
2023 Q1	$29.2K	Buy	3,395 +57	+2%	+$520	0.01%	433
2022 Q4	$30.4K	Buy	3,338 +123	+4%	+$1.05K	0.01%	423
2022 Q3	$26K	Buy	3,215 +85	+3%	+$763	0.01%	408
2022 Q2	$28K	Buy	3,130 +82	+3%	+$789	0.01%	405
2022 Q1	$33K	Buy	3,048 +48	+2%	+$542	0.01%	410
2021 Q4	$38K	Buy	3,000 +80	+3%	+$1.06K	0.01%	401
2021 Q3	$40K	Buy	2,920 +1,293	+79%	+$18K	0.01%	376
2021 Q2	$23K	Buy	1,627 +32	+2%	+$441	0.01%	480
2021 Q1	$21K	Buy	1,595 +21	+1%	+$283	0.01%	502
2020 Q4	$22K	Buy	1,574 +45	+3%	+$592	0.01%	464
2020 Q3	$19K	Buy	+1,529	New	+$19.6K	0.01%	396

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's EMD Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2025, closing a stake of 4,121 shares — an estimated $39.6K sold.

Carolinas Wealth Consulting first reported a position in EMD in Q3 2020 and held it in 18 quarters. The position peaked at $40.5K in Q3 2024. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,121 Western Asset Emerging Markets Debt Fund shares in Q1 2025, an estimated $39.6K.
Carolinas Wealth Consulting first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Western Asset Emerging Markets Debt Fund position peaked at $40.5K in Q3 2024.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.