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 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 $1.66T 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

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Envestnet Asset Management's EDF Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2026: 198,913 shares worth $951K. The stake represents ﹤0.01% of the portfolio and ranks #3499 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in EDF as recently as Q1 2024.

Envestnet Asset Management first reported a position in EDF in Q4 2018 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

Envestnet Asset Management held 198,913 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $951K as of Q1 2026.
Virtus Stone Harbor Emerging Markets Income Fund was a new Envestnet Asset Management position in Q1 2026.
Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3499 holding.
Envestnet Asset Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2018 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.