EverSource Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

EverSource Wealth Advisors’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Hold	11,214	–	–	﹤0.01%	1369
2025 Q4	$119K	Hold	11,214	–	–	﹤0.01%	1218
2025 Q3	$116K	Buy	+11,214	New	+$115K	﹤0.01%	1201
2023 Q3	–	Sell	-413	Closed	-$3.56K	–	2549
2023 Q2	$3.56K	Hold	413	–	–	﹤0.01%	1858
2023 Q1	$3.55K	Hold	413	–	–	﹤0.01%	1753
2022 Q4	$3.76K	Hold	413	–	–	﹤0.01%	1711
2022 Q3	$3K	Buy	+413	New	+$3.71K	﹤0.01%	1526

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EverSource Wealth Advisors's EMD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q1 2026 at 11,214 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

EverSource Wealth Advisors first reported a position in EMD in Q3 2022 and has held it in 7 quarters since. The position peaked at $119K in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

EverSource Wealth Advisors held 11,214 shares of Western Asset Emerging Markets Debt Fund worth $110K as of Q1 2026.
EverSource Wealth Advisors left its Western Asset Emerging Markets Debt Fund share count unchanged in Q1 2026.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1369 holding.
EverSource Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $119K in Q4 2025.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.