EWA
EDD

EP Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

EP Wealth Advisors’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
2025
Q2 		– Sell
-11,195
Closed -$52.6K – 1435
2025
Q1 		$52.6K Buy
+11,195
New +$52.8K ﹤0.01% 1267

Other funds holding EDD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

EP Wealth Advisors's EDD Position: Q2 2025 in Review

EP Wealth Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2025, closing a stake of 11,195 shares — an estimated $52.6K sold.

EP Wealth Advisors first reported a position in EDD in Q1 2025 and held it in 1 quarter. The position peaked at $52.6K in Q1 2025. 59 funds tracked by Wall St. Rank hold EDD as of Q2 2025.

  • EP Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 11,195 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2025, an estimated $52.6K.
  • EP Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $52.6K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.