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

Everstar 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	$1.8M	Buy	256,538 +46,168	+22%	+$350K	0.96%	22
2025 Q4	$1.61M	Buy	210,370 +31,552	+18%	+$232K	0.86%	27
2025 Q3	$1.32M	Buy	178,818 +18,929	+12%	+$142K	0.75%	31
2025 Q2	$1.24M	Buy	159,889 +18,594	+13%	+$142K	0.75%	29
2025 Q1	$1.14M	Buy	141,295 +18,022	+15%	+$145K	0.75%	30
2024 Q4	$949K	Sell	123,273 -12,160	-9%	-$93.7K	0.67%	39
2024 Q3	$1.07M	Buy	+135,433	New	+$1.04M	0.74%	38

Other funds holding MSD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

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

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

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

Everstar Asset Management increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 22% in Q1 2026, buying an estimated $350K and bringing the position to 256,538 shares worth $1.8M. The position accounts for 0.96% of the portfolio, ranked #22.

Everstar Asset Management first reported a position in MSD in Q3 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

Everstar Asset Management held 256,538 shares of Morgan Stanley Emerging Markets Debt Fund worth $1.8M as of Q1 2026.
Everstar Asset Management bought 46,168 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $350K.
Morgan Stanley Emerging Markets Debt Fund made up 0.96% of Everstar Asset Management's portfolio in Q1 2026, its #22 holding.
Everstar Asset Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q3 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.