Journey Strategic Wealth’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Journey Strategic Wealth’s Portfolio EDF Stock Details EDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Buy	101,000 +14,000	+16%	+$70.4K	0.01%	355
2025 Q4	$432K	Buy	87,000 +62,000	+248%	+$305K	0.01%	346
2025 Q3	$126K	Hold	25,000	–	–	﹤0.01%	691
2025 Q2	$126K	Buy	25,000 +6,000	+32%	+$29.2K	﹤0.01%	644
2025 Q1	$96.1K	Buy	+19,000	New	+$96.7K	﹤0.01%	493

Other funds holding EDF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Journey Strategic Wealth's EDF Position: Q1 2026 in Review

Journey Strategic Wealth increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 16% in Q1 2026, buying an estimated $70.4K and bringing the position to 101,000 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #355.

Journey Strategic Wealth first reported a position in EDF in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

Journey Strategic Wealth held 101,000 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $483K as of Q1 2026.
Journey Strategic Wealth bought 14,000 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $70.4K.
Virtus Stone Harbor Emerging Markets Income Fund made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #355 holding.
Journey Strategic Wealth first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.