Jones Financial Companies
MSD

Jones Financial Companies’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Jones Financial Companies’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
Q1 		$126K Buy
17,799
+1,108
+7% +$8.39K ﹤0.01% 2571
2025
Q4 		$123K Buy
16,691
+1,229
+8% +$9.04K ﹤0.01% 2136
2025
Q3 		$116K Hold
15,462
– – ﹤0.01% 2024
2025
Q2 		$121K Buy
15,462
+360
+2% +$2.75K ﹤0.01% 1856
2025
Q1 		$122K Buy
15,102
+4,702
+45% +$37.8K ﹤0.01% 1691
2024
Q4 		$80.1K Buy
10,400
+4,450
+75% +$34.3K ﹤0.01% 1708
2024
Q3 		$48.3K Buy
5,950
+4,950
+495% +$38K ﹤0.01% 1647
2024
Q2 		$7.34K Buy
+1,000
New +$7.18K ﹤0.01% 1851

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Financial Companies's MSD Position: Q1 2026 in Review

Jones Financial Companies increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 6.6% in Q1 2026, buying an estimated $8.39K and bringing the position to 17,799 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Jones Financial Companies first reported a position in MSD in Q2 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Jones Financial Companies held 17,799 shares of Morgan Stanley Emerging Markets Debt Fund worth $126K as of Q1 2026.
  • Jones Financial Companies bought 1,108 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $8.39K.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2571 holding.
  • Jones Financial Companies first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.