Envestnet Asset Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Envestnet Asset Management’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 Q2	–	Sell	-198,913	Closed	-$951K	–	4863
2026 Q1	$951K	Buy	+198,913	New	+$1,000K	﹤0.01%	3499
2024 Q2	–	Sell	-16,614	Closed	-$89.9K	–	4195
2024 Q1	$89.9K	Hold	16,614	–	–	﹤0.01%	4072
2023 Q4	$71.6K	Buy	+16,614	New	+$68.5K	﹤0.01%	3970
2021 Q3	–	Sell	-11,151	Closed	-$95K	–	3693
2021 Q2	$95K	Buy	+11,151	New	+$94.6K	﹤0.01%	3566
2019 Q3	–	Sell	-14,867	Closed	-$208K	–	3100
2019 Q2	$208K	Hold	14,867	–	–	﹤0.01%	2868
2019 Q1	$194K	Buy	14,867 +3,518	+31%	+$45.4K	﹤0.01%	2839
2018 Q4	$127K	Buy	+11,349	New	+$137K	﹤0.01%	2758

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Envestnet Asset Management's EDF Position: Q2 2026 in Review

Envestnet Asset Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2026, closing a stake of 198,913 shares — an estimated $951K sold.

Envestnet Asset Management first reported a position in EDF in Q4 2018 and held it in 7 quarters. The position peaked at $951K in Q1 2026. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Envestnet Asset Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q2 2026 after selling out during the quarter.
Envestnet Asset Management sold 198,913 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $951K.
Envestnet Asset Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2018 and held it in 7 quarters.
Envestnet Asset Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $951K in Q1 2026.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.