Creative Financial Designs’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Creative Financial Designs’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	$104K	Buy	21,781 +131	+0.6%	+$659	0.01%	677
2025 Q4	$108K	Buy	21,650 +63	+0.3%	+$310	0.01%	644
2025 Q3	$109K	Buy	21,587 +4,094	+23%	+$20.8K	0.01%	623
2025 Q2	$88.3K	Buy	17,493 +91	+0.5%	+$442	0.01%	699
2025 Q1	$88.1K	Buy	17,402 +88	+0.5%	+$448	0.01%	651
2024 Q4	$81.4K	Buy	17,314 +5,085	+42%	+$25.4K	0.01%	648
2024 Q3	$64.1K	Buy	12,229 +103	+0.8%	+$540	0.01%	717
2024 Q2	$63.9K	Buy	12,126 +72	+0.6%	+$389	0.01%	685
2024 Q1	$65.2K	Sell	12,054 -946	-7%	-$4.45K	0.01%	662
2023 Q4	$56K	Hold	13,000	–	–	0.01%	657
2023 Q3	$57.5K	Hold	13,000	–	–	0.01%	596
2023 Q2	$58.6K	Buy	13,000 +2,400	+23%	+$10.3K	0.01%	594
2023 Q1	$48.4K	Buy	10,600 +10,500	+10,500%	+$50.9K	0.01%	609
2022 Q4	$416	Buy	+100	New	+$389	﹤0.01%	1244

Other funds holding EDF

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Creative Financial Designs's EDF Position: Q1 2026 in Review

Creative Financial Designs increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 0.61% in Q1 2026, buying an estimated $659 and bringing the position to 21,781 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #677.

Creative Financial Designs first reported a position in EDF in Q4 2022 and has held it in 14 quarters since. The position peaked at $109K in Q3 2025. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

Creative Financial Designs held 21,781 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $104K as of Q1 2026.
Creative Financial Designs bought 131 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $659.
Virtus Stone Harbor Emerging Markets Income Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #677 holding.
Creative Financial Designs first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2022 and has held it in 14 quarters since.
Creative Financial Designs's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $109K in Q3 2025.
50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.