HWP
EDF

Highline Wealth Partners’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Highline Wealth Partners’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79K Sell
500
-1,650
-77% -$8.73K ﹤0.01% 1098
2026
Q1 		$10.3K Hold
2,150
– – ﹤0.01% 442
2025
Q4 		$10.7K Hold
2,150
– – ﹤0.01% 391
2025
Q3 		$10.9K Buy
+2,150
New +$10.9K ﹤0.01% 398

Other funds holding EDF

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return