Carson Wealth (CWM LLC)
EDF

Carson Wealth (CWM LLC)’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-583
Closed -$3K – 5716
2025
Q4 		$3K Buy
+583
New +$2.87K ﹤0.01% 4965

Other funds holding EDF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EDF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2026, closing a stake of 583 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in EDF in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 583 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Virtus Stone Harbor Emerging Markets Income Fund position peaked at $3K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.