EPW
MSD

Evolve Private Wealth’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Evolve Private Wealth’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 		$97.8K Sell
13,937
-79
-0.6% -$598 0.01% 978
2025
Q4 		$106K Buy
+14,016
New +$103K 0.01% 912

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolve Private Wealth's MSD Position: Q1 2026 in Review

Evolve Private Wealth reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 0.56% in Q1 2026, selling an estimated $598 and leaving 13,937 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #978.

Evolve Private Wealth first reported a position in MSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $106K in Q4 2025. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Evolve Private Wealth held 13,937 shares of Morgan Stanley Emerging Markets Debt Fund worth $97.8K as of Q1 2026.
  • Evolve Private Wealth sold 79 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $598.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #978 holding.
  • Evolve Private Wealth first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Morgan Stanley Emerging Markets Debt Fund position peaked at $106K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.