IFG
EMD

Independent Financial Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-83,660
Closed -$898K – 739
2022
Q1 		$898K Buy
83,660
+29,286
+54% +$331K 0.07% 283
2021
Q4 		$696K Buy
+54,374
New +$723K 0.06% 339

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's EMD Position: Q2 2022 in Review

Independent Financial Group sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2022, closing a stake of 83,660 shares — an estimated $898K sold.

Independent Financial Group first reported a position in EMD in Q4 2021 and held it in 2 quarters. The position peaked at $898K in Q1 2022. 92 funds tracked by Wall St. Rank hold EMD as of Q2 2022.

  • Independent Financial Group reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 83,660 Western Asset Emerging Markets Debt Fund shares in Q2 2022, an estimated $898K.
  • Independent Financial Group first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2021 and held it in 2 quarters.
  • Independent Financial Group's Western Asset Emerging Markets Debt Fund position peaked at $898K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.