Carson Wealth (CWM LLC)’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-48	Closed	–	–	5334
2025 Q2	$0	Hold	48	–	–	﹤0.01%	5159
2025 Q1	$0	Hold	48	–	–	﹤0.01%	5093
2024 Q4	$0	Sell	48 -5,000	-99%	-$23.5K	﹤0.01%	4966
2024 Q3	$25K	Buy	+5,048	New	+$24.7K	﹤0.01%	3219
2023 Q3	–	Sell	-26	Closed	–	–	4255
2023 Q2	$0	Buy	+26	New	+$123	﹤0.01%	4232

Other funds holding EDD

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EDD Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2025, closing a stake of 48 shares.

Carson Wealth (CWM LLC) first reported a position in EDD in Q2 2023 and held it in 5 quarters. The position peaked at $25K in Q3 2024. 63 funds tracked by Wall St. Rank hold EDD as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 48 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2025.
Carson Wealth (CWM LLC) first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $25K in Q3 2024.
63 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.