Envestnet Asset Management
MSD

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

Envestnet Asset Management’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
2026
Q1 		$1.43M Buy
203,528
+7,181
+4% +$54.4K ﹤0.01% 3247
2025
Q4 		$1.45M Buy
+196,347
New +$1.44M ﹤0.01% 3058
2024
Q1 		– Sell
-111,550
Closed -$775K – 4246
2023
Q4 		$775K Sell
111,550
-3,771
-3% -$24.6K ﹤0.01% 3090
2023
Q3 		$748K Sell
115,321
-4,168
-3% -$27.3K ﹤0.01% 3025
2023
Q2 		$770K Sell
119,489
-7,149
-6% -$46.5K ﹤0.01% 2962
2023
Q1 		$816K Sell
126,638
-13,230
-9% -$88.6K ﹤0.01% 2816
2022
Q4 		$915K Buy
139,868
+881
+0.6% +$5.56K ﹤0.01% 2716
2022
Q3 		$856K Buy
138,987
+9,790
+8% +$65.3K ﹤0.01% 2690
2022
Q2 		$854K Buy
129,197
+301
+0.2% +$2.17K ﹤0.01% 2717
2022
Q1 		$1M Buy
128,896
+14,366
+13% +$119K ﹤0.01% 2665
2021
Q4 		$1.03M Buy
114,530
+11,645
+11% +$106K ﹤0.01% 2616
2021
Q3 		$937K Buy
102,885
+6,089
+6% +$57.6K ﹤0.01% 2594
2021
Q2 		$905K Buy
96,796
+5,409
+6% +$49.8K ﹤0.01% 2605
2021
Q1 		$819K Buy
91,387
+4,269
+5% +$38.9K ﹤0.01% 2547
2020
Q4 		$807K Buy
87,118
+4,090
+5% +$36.1K ﹤0.01% 2369
2020
Q3 		$697K Buy
83,028
+11,713
+16% +$101K ﹤0.01% 2264
2020
Q2 		$605K Buy
71,315
+13,221
+23% +$107K ﹤0.01% 2290
2020
Q1 		$444K Buy
+58,094
New +$534K ﹤0.01% 2320
2013
Q3 		– Sell
-950
Closed -$9.44K – 2451
2013
Q2 		$10K Buy
+950
New +$10.9K ﹤0.01% 1658

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Envestnet Asset Management increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 3.7% in Q1 2026, buying an estimated $54.4K and bringing the position to 203,528 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Envestnet Asset Management first reported a position in MSD in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2025. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Envestnet Asset Management held 203,528 shares of Morgan Stanley Emerging Markets Debt Fund worth $1.43M as of Q1 2026.
  • Envestnet Asset Management bought 7,181 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $54.4K.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3247 holding.
  • Envestnet Asset Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2013 and has held it in 19 quarters since.
  • Envestnet Asset Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.45M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

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