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
Q2 		$938K Sell
128,430
-75,098
-37% -$550K ﹤0.01% 3659
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

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 37% in Q2 2026, selling an estimated $550K and leaving 128,430 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Envestnet Asset Management first reported a position in MSD in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2025. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

  • Envestnet Asset Management held 128,430 shares of Morgan Stanley Emerging Markets Debt Fund worth $938K as of Q2 2026.
  • Envestnet Asset Management sold 75,098 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $550K.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3659 holding.
  • Envestnet Asset Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2013 and has held it in 20 quarters since.
  • Envestnet Asset Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.45M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

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