IWC
MSD

Integrated Wealth Concepts’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Integrated Wealth Concepts’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 		$45.7K Buy
+6,260
New +$45.9K ﹤0.01% 3446
2025
Q3 		– Sell
-10,177
Closed -$78.7K – 2058
2025
Q2 		$78.7K Sell
10,177
-227,762
-96% -$1.74M ﹤0.01% 1846
2025
Q1 		$1.92M Buy
237,939
+9,952
+4% +$80.1K 0.02% 589
2024
Q4 		$1.76M Sell
227,987
-4,018
-2% -$31K 0.02% 604
2024
Q3 		$1.84M Sell
232,005
-8,552
-4% -$65.7K 0.02% 571
2024
Q2 		$1.77M Sell
240,557
-12,562
-5% -$90.2K 0.02% 551
2024
Q1 		$1.83M Sell
253,119
-3,193
-1% -$22.7K 0.03% 552
2023
Q4 		$1.78M Sell
256,312
-16,800
-6% -$109K 0.03% 518
2023
Q3 		$1.77M Sell
273,112
-7,829
-3% -$51.3K 0.03% 492
2023
Q2 		$1.81M Sell
280,941
-7,081
-2% -$46.1K 0.03% 495
2023
Q1 		$1.85M Buy
288,022
+5,625
+2% +$37.7K 0.04% 443
2022
Q4 		$1.85M Buy
282,397
+2,610
+0.9% +$16.5K 0.05% 337
2022
Q3 		$1.72M Buy
279,787
+52,525
+23% +$351K 0.06% 316
2022
Q2 		$1.5M Buy
+227,262
New +$1.64M 0.05% 337

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

Integrated Wealth Concepts's MSD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2026: 6,260 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #3446 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MSD as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in MSD in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2025. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

  • Integrated Wealth Concepts held 6,260 shares of Morgan Stanley Emerging Markets Debt Fund worth $45.7K as of Q2 2026.
  • Morgan Stanley Emerging Markets Debt Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3446 holding.
  • Integrated Wealth Concepts first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2022 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.92M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.