Melfa Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Melfa Wealth Management’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	$103K	Hold	21,557	–	–	0.06%	190
2025 Q4	$107K	Hold	21,557	–	–	0.06%	198
2025 Q3	$109K	Hold	21,557	–	–	0.06%	191
2025 Q2	$109K	Hold	21,557	–	–	0.07%	194
2025 Q1	$109K	Hold	21,557	–	–	0.07%	192
2024 Q4	$101K	Hold	21,557	–	–	0.07%	193
2024 Q3	$113K	Hold	21,557	–	–	0.07%	191
2024 Q2	$114K	Sell	21,557 -5,231	-20%	-$28.2K	0.08%	190
2024 Q1	$145K	Hold	26,788	–	–	0.1%	174
2023 Q4	$115K	Buy	+26,788	New	+$110K	0.11%	135

Other funds holding EDF

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 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

Melfa Wealth Management's EDF Position: Q1 2026 in Review

Melfa Wealth Management held its Virtus Stone Harbor Emerging Markets Income Fund (EDF) position steady in Q1 2026 at 21,557 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #190.

Melfa Wealth Management first reported a position in EDF in Q4 2023 and has held it in 10 quarters since. The position peaked at $145K in Q1 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

Melfa Wealth Management held 21,557 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $103K as of Q1 2026.
Melfa Wealth Management left its Virtus Stone Harbor Emerging Markets Income Fund share count unchanged in Q1 2026.
Virtus Stone Harbor Emerging Markets Income Fund made up 0.06% of Melfa Wealth Management's portfolio in Q1 2026, its #190 holding.
Melfa Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 10 quarters since.
Melfa Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $145K in Q1 2024.
50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.