Cornerstone Planning Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Cornerstone Planning Group’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
2026 Q1	–	Sell	-59	Closed	-$645	–	1850
2025 Q4	$645	Sell	59 -215	-78%	-$2.26K	﹤0.01%	1462
2025 Q3	$2.58K	Buy	274 +218	+389%	+$2.24K	﹤0.01%	1112
2025 Q2	$570	Buy	56 +2	+4%	+$19	﹤0.01%	1260
2025 Q1	$499	Buy	54 +1	+2%	+$10	﹤0.01%	1310
2024 Q4	$522	Buy	53 +2	+4%	+$20	﹤0.01%	1119
2024 Q3	$502	Hold	51	–	–	﹤0.01%	1088
2024 Q2	$477	Buy	51 +1	+2%	+$9	﹤0.01%	1086
2024 Q1	$456	Buy	50 +3	+6%	+$28	﹤0.01%	956
2023 Q4	$434	Buy	47 +1	+2%	+$9	﹤0.01%	791
2023 Q3	$379	Buy	+46	New	+$406	﹤0.01%	935

Other funds holding EMD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Planning Group's EMD Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2026, closing a stake of 59 shares — an estimated $645 sold.

Cornerstone Planning Group first reported a position in EMD in Q3 2023 and held it in 10 quarters. The position peaked at $2.58K in Q3 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Cornerstone Planning Group reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 59 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $645.
Cornerstone Planning Group first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2023 and held it in 10 quarters.
Cornerstone Planning Group's Western Asset Emerging Markets Debt Fund position peaked at $2.58K in Q3 2025.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.