Evergreen Capital Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Evergreen Capital Management’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
2026 Q2	$21.5M	Buy	3,508,478 +48,031	+1%	+$267K	0.38%	59
2026 Q1	$18M	Buy	3,460,447 +18,544	+0.5%	+$107K	0.39%	52
2025 Q4	$19.1M	Buy	3,441,903 +64,943	+2%	+$352K	0.43%	51
2025 Q3	$18.6M	Buy	3,376,960 +96,306	+3%	+$510K	0.44%	51
2025 Q2	$17.2M	Sell	3,280,654 -314,474	-9%	-$1.53M	0.52%	43
2025 Q1	$17.5M	Sell	3,595,128 -4,396	-0.1%	-$20.7K	0.59%	34
2024 Q4	$16.9M	Buy	3,599,524 +741,480	+26%	+$3.49M	0.55%	42
2024 Q3	$14.8M	Buy	2,858,044 +170,763	+6%	+$837K	0.5%	46
2024 Q2	$12.6M	Buy	2,687,281 +237,111	+10%	+$1.1M	0.46%	53
2024 Q1	$11.9M	Buy	2,450,170 +534,676	+28%	+$2.51M	0.45%	61
2023 Q4	$9.09M	Buy	1,915,494 +1,299,365	+211%	+$5.91M	0.37%	80
2023 Q3	$2.68M	Buy	616,129 +376,720	+157%	+$1.77M	0.12%	194
2023 Q2	$1.14M	Buy	239,409 +15,855	+7%	+$74.8K	0.05%	274
2023 Q1	$1.03M	Sell	223,554 -1,530	-0.7%	-$6.96K	0.05%	278
2022 Q4	$1.01M	Buy	225,084 +79,903	+55%	+$336K	0.05%	276
2022 Q3	$584K	Buy	145,181 +20,401	+16%	+$89.5K	0.03%	322
2022 Q2	$569K	Buy	124,780 +18,730	+18%	+$86.5K	0.03%	311
2022 Q1	$529K	Buy	106,050 +90,177	+568%	+$473K	0.02%	364
2021 Q4	$87K	Buy	15,873 +4,150	+35%	+$23.7K	﹤0.01%	621
2021 Q3	$69K	Hold	11,723	–	–	﹤0.01%	576
2021 Q2	$72K	Hold	11,723	–	–	﹤0.01%	526
2021 Q1	$71K	Hold	11,723	–	–	﹤0.01%	503
2020 Q4	$74K	Hold	11,723	–	–	﹤0.01%	441
2020 Q3	$65K	Sell	11,723 -373	-3%	-$2.15K	﹤0.01%	415
2020 Q2	$68K	Hold	12,096	–	–	0.01%	387
2020 Q1	$63K	Hold	12,096	–	–	0.01%	355
2019 Q4	$85K	Hold	12,096	–	–	0.01%	460
2019 Q3	$80K	Hold	12,096	–	–	0.01%	411
2019 Q2	$84K	Buy	+12,096	New	+$80.4K	0.01%	420
2019 Q1	–	Hold	0	–	–	–	389
2018 Q4	–	Hold	0	–	–	–	365
2018 Q3	–	Hold	0	–	–	–	382
2018 Q2	–	Hold	0	–	–	–	355
2018 Q1	–	Hold	0	–	–	–	352
2017 Q4	–	Hold	0	–	–	–	232

Other funds holding EDD

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Evergreen Capital Management's EDD Position: Q2 2026 in Review

Evergreen Capital Management increased its Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) stake by 1.4% in Q2 2026, buying an estimated $267K and bringing the position to 3,508,478 shares worth $21.5M. The position accounts for 0.38% of the portfolio, ranked #59.

Evergreen Capital Management first reported a position in EDD in Q2 2019 and has held it in 29 quarters since. 72 funds tracked by Wall St. Rank hold EDD as of Q2 2026.

Evergreen Capital Management held 3,508,478 shares of Morgan Stanley Emerging Markets Domestic Debt Fund worth $21.5M as of Q2 2026.
Evergreen Capital Management bought 48,031 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2026, an estimated $267K.
Morgan Stanley Emerging Markets Domestic Debt Fund made up 0.38% of Evergreen Capital Management's portfolio in Q2 2026, its #59 holding.
Evergreen Capital Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2019 and has held it in 29 quarters since.
72 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.