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Evolve Private Wealth’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Evolve Private Wealth’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
Q2 		– Sell
-11,632
Closed -$114K – 1068
2026
Q1 		$114K Hold
11,632
– – 0.01% 974
2025
Q4 		$124K Buy
+11,632
New +$122K 0.01% 905

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolve Private Wealth's EMD Position: Q2 2026 in Review

Evolve Private Wealth sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2026, closing a stake of 11,632 shares — an estimated $114K sold.

Evolve Private Wealth first reported a position in EMD in Q4 2025 and held it in 2 quarters. The position peaked at $124K in Q4 2025. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Evolve Private Wealth reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 11,632 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $114K.
  • Evolve Private Wealth first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Western Asset Emerging Markets Debt Fund position peaked at $124K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.