KFS
EDD

Kaizen Financial Strategies’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Kaizen Financial Strategies’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Sell
118,616
-3,078
-3% -$17.1K 0.22% 68
2026
Q1 		$688K Buy
121,694
+5,725
+5% +$32.9K 0.29% 69
2025
Q4 		$630K Hold
115,969
– – 0.28% 61
2025
Q3 		$618K Sell
115,969
-9,035
-7% -$47.8K 0.28% 67
2025
Q2 		$640K Buy
+125,004
New +$609K 0.33% 61

Other funds holding EDD

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kaizen Financial Strategies's EDD Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) stake by 2.5% in Q2 2026, selling an estimated $17.1K and leaving 118,616 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #68.

Kaizen Financial Strategies first reported a position in EDD in Q2 2025 and has held it in 5 quarters since. The position peaked at $688K in Q1 2026. 19 funds tracked by Wall St. Rank hold EDD as of Q2 2026.

  • Kaizen Financial Strategies held 118,616 shares of Morgan Stanley Emerging Markets Domestic Debt Fund worth $686K as of Q2 2026.
  • Kaizen Financial Strategies sold 3,078 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2026, an estimated $17.1K.
  • Morgan Stanley Emerging Markets Domestic Debt Fund made up 0.22% of Kaizen Financial Strategies's portfolio in Q2 2026, its #68 holding.
  • Kaizen Financial Strategies first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $688K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.