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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Integrated Wealth Concepts's MSD Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q3 2025, closing a stake of 10,177 shares — an estimated $78.7K sold.

Integrated Wealth Concepts first reported a position in MSD in Q2 2022 and held it in 13 quarters. The position peaked at $1.92M in Q1 2025. 48 funds tracked by Wall St. Rank hold MSD as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,177 Morgan Stanley Emerging Markets Debt Fund shares in Q3 2025, an estimated $78.7K.
  • Integrated Wealth Concepts first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2022 and held it in 13 quarters.
  • Integrated Wealth Concepts's Morgan Stanley Emerging Markets Debt Fund position peaked at $1.92M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.