MC
EDF

Moors & Cabot’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Moors & Cabot’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 		$452K Sell
94,576
-3,424
-3% -$17.2K 0.02% 577
2025
Q4 		$487K Sell
98,000
-19,475
-17% -$95.9K 0.02% 543
2025
Q3 		$593K Buy
117,475
+10,150
+9% +$51.6K 0.03% 478
2025
Q2 		$542K Sell
107,325
-325
-0.3% -$1.58K 0.03% 486
2025
Q1 		$545K Buy
107,650
+5,225
+5% +$26.6K 0.03% 463
2024
Q4 		$481K Sell
102,425
-6,005
-6% -$30K 0.02% 508
2024
Q3 		$568K Sell
108,430
-2,106
-2% -$11K 0.03% 466
2024
Q2 		$583K Sell
110,536
-25,460
-19% -$137K 0.03% 432
2024
Q1 		$736K Sell
135,996
-2,846
-2% -$13.4K 0.04% 379
2023
Q4 		$598K Buy
138,842
+80,092
+136% +$330K 0.04% 406
2023
Q3 		$260K Buy
58,750
+575
+1% +$2.65K 0.02% 642
2023
Q2 		$262K Buy
58,175
+7,000
+14% +$30K 0.02% 665
2023
Q1 		$234K Buy
51,175
+17,675
+53% +$85.7K 0.02% 699
2022
Q4 		$139K Buy
33,500
+10,850
+48% +$42.2K 0.01% 781
2022
Q3 		$84K Buy
22,650
+350
+2% +$1.56K 0.01% 772
2022
Q2 		$98K Buy
22,300
+5,375
+32% +$29.4K 0.01% 754
2022
Q1 		$111K Buy
16,925
+1,125
+7% +$7.07K 0.01% 813
2021
Q4 		$105K Hold
15,800
– – 0.01% 817
2021
Q3 		$119K Sell
15,800
-2,425
-13% -$20.2K 0.01% 792
2021
Q2 		$156K Buy
18,225
+900
+5% +$7.63K 0.01% 749
2021
Q1 		$143K Sell
17,325
-2,700
-13% -$22.9K 0.01% 711
2020
Q4 		$161K Buy
20,025
+1,600
+9% +$11.4K 0.01% 676
2020
Q3 		$119K Sell
18,425
-6,550
-26% -$46K 0.01% 642
2020
Q2 		$177K Buy
24,975
+7,925
+46% +$54.4K 0.02% 582
2020
Q1 		$129K Buy
+17,050
New +$199K 0.02% 533

Other funds holding EDF

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Moors & Cabot's EDF Position: Q1 2026 in Review

Moors & Cabot reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 3.5% in Q1 2026, selling an estimated $17.2K and leaving 94,576 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #577.

Moors & Cabot first reported a position in EDF in Q1 2020 and has held it in 25 quarters since. The position peaked at $736K in Q1 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Moors & Cabot held 94,576 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $452K as of Q1 2026.
  • Moors & Cabot sold 3,424 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $17.2K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #577 holding.
  • Moors & Cabot first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2020 and has held it in 25 quarters since.
  • Moors & Cabot's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $736K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.