EWA
MSD

Emergent Wealth Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Emergent Wealth Advisors’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,200
Closed -$210K – 128
2023
Q4 		$210K Buy
+30,200
New +$197K 0.2% 98

Other funds holding MSD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Emergent Wealth Advisors's MSD Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2024, closing a stake of 30,200 shares — an estimated $210K sold.

Emergent Wealth Advisors first reported a position in MSD in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 39 funds tracked by Wall St. Rank hold MSD as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 30,200 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2024, an estimated $210K.
  • Emergent Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $210K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.