IFG
MSD

Independent Financial Group’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Independent Financial Group’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
Q2 		$257K Buy
35,253
+11,629
+49% +$85.2K ﹤0.01% 1345
2026
Q1 		$166K Buy
23,624
+11,221
+90% +$85K ﹤0.01% 1395
2025
Q4 		$91.7K Buy
+12,403
New +$91.2K ﹤0.01% 1382
2024
Q3 		– Sell
-16,176
Closed -$119K – 1172
2024
Q2 		$119K Buy
16,176
+289
+2% +$2.08K ﹤0.01% 1047
2024
Q1 		$115K Buy
15,887
+275
+2% +$1.95K 0.01% 981
2023
Q4 		$109K Buy
15,612
+313
+2% +$2.04K 0.01% 921
2023
Q3 		$99.3K Sell
15,299
-318
-2% -$2.08K 0.01% 868
2023
Q2 		$101K Buy
15,617
+227
+1% +$1.48K 0.01% 847
2023
Q1 		$99.1K Buy
15,390
+165
+1% +$1.1K 0.01% 808
2022
Q4 		$99.6K Buy
15,225
+177
+1% +$1.12K 0.01% 755
2022
Q3 		$92.7K Buy
15,048
+165
+1% +$1.1K 0.01% 716
2022
Q2 		$98.4K Sell
14,883
-414
-3% -$2.98K 0.01% 680
2022
Q1 		$119K Buy
15,297
+5,127
+50% +$42.6K 0.01% 752
2021
Q4 		$91.6K Buy
+10,170
New +$92.7K 0.01% 757

Other funds holding MSD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's MSD Position: Q2 2026 in Review

Independent Financial Group increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 49% in Q2 2026, buying an estimated $85.2K and bringing the position to 35,253 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Independent Financial Group first reported a position in MSD in Q4 2021 and has held it in 14 quarters since. 63 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

  • Independent Financial Group held 35,253 shares of Morgan Stanley Emerging Markets Debt Fund worth $257K as of Q2 2026.
  • Independent Financial Group bought 11,629 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $85.2K.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1345 holding.
  • Independent Financial Group first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2021 and has held it in 14 quarters since.
  • 63 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.