Global Retirement Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Global Retirement Partners’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 Q4	$377K	Buy	+35,446	New	+$373K	0.01%	1113
2023 Q1	–	Sell	-3,172	Closed	-$28.9K	–	3243
2022 Q4	$28.9K	Hold	3,172	–	–	﹤0.01%	1326
2022 Q3	$26K	Hold	3,172	–	–	﹤0.01%	1273
2022 Q2	$28K	Hold	3,172	–	–	﹤0.01%	1215
2022 Q1	$30K	Buy	+3,172	New	+$35.8K	﹤0.01%	1190
2021 Q4	–	Sell	-905	Closed	-$12K	–	644
2021 Q3	$12K	Hold	905	–	–	﹤0.01%	1360
2021 Q2	$13K	Hold	905	–	–	﹤0.01%	1313
2021 Q1	$12K	Hold	905	–	–	﹤0.01%	1237
2020 Q4	$13K	Buy	+905	New	+$11.9K	﹤0.01%	1181

Other funds holding EMD

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

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

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

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

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

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

PCM

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Global Retirement Partners's EMD Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q4 2025: 35,446 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EMD as recently as Q4 2022.

Global Retirement Partners first reported a position in EMD in Q4 2020 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold EMD as of Q4 2025.

Global Retirement Partners held 35,446 shares of Western Asset Emerging Markets Debt Fund worth $377K as of Q4 2025.
Western Asset Emerging Markets Debt Fund was a new Global Retirement Partners position in Q4 2025.
Western Asset Emerging Markets Debt Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1113 holding.
Global Retirement Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2020 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.