Focus Partners Wealth
EMD

Focus Partners Wealth’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Focus Partners 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
2025
Q1 		– Sell
-18,500
Closed -$178K – 1945
2024
Q4 		$178K Hold
18,500
– – ﹤0.01% 1750
2024
Q3 		$188K Buy
+18,500
New +$181K ﹤0.01% 1469

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth's EMD Position: Q1 2025 in Review

Focus Partners Wealth sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2025, closing a stake of 18,500 shares — an estimated $178K sold.

Focus Partners Wealth first reported a position in EMD in Q3 2024 and held it in 2 quarters. The position peaked at $188K in Q3 2024. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2025.

  • Focus Partners Wealth reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 18,500 Western Asset Emerging Markets Debt Fund shares in Q1 2025, an estimated $178K.
  • Focus Partners Wealth first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Western Asset Emerging Markets Debt Fund position peaked at $188K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.