Envestnet Asset Management
EDD

Envestnet Asset Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$1.93M Buy
+380,237
New +$2.18M ﹤0.01% 3037
2023
Q3 		– Sell
-212,601
Closed -$997K – 4050
2023
Q2 		$997K Buy
212,601
+58,957
+38% +$278K ﹤0.01% 2748
2023
Q1 		$694K Buy
+153,644
New +$699K ﹤0.01% 2929
2015
Q3 		– Sell
-165,966
Closed -$1.44M – 3046
2015
Q2 		$1.44M Sell
165,966
-74,448
-31% -$693K 0.01% 1230
2015
Q1 		$2.23M Buy
240,414
+93,237
+63% +$943K 0.01% 918
2014
Q4 		$1.55M Buy
147,177
+105,336
+252% +$1.19M 0.02% 445
2014
Q3 		$494K Buy
41,841
+6,030
+17% +$78.1K 0.01% 787
2014
Q2 		$477K Buy
35,811
+24,002
+203% +$321K 0.01% 774
2014
Q1 		$155K Buy
+11,809
New +$150K ﹤0.01% 986

Other funds holding EDD

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return