MYIA
EMD

Mount Yale Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Mount Yale Investment Advisors’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-890
Closed -$8.95K – 933
2025
Q2 		$8.95K Buy
+890
New +$8.47K ﹤0.01% 1156

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Mount Yale Investment Advisors's EMD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2025, closing a stake of 890 shares — an estimated $8.95K sold.

Mount Yale Investment Advisors first reported a position in EMD in Q2 2025 and held it in 1 quarter. The position peaked at $8.95K in Q2 2025. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 890 Western Asset Emerging Markets Debt Fund shares in Q3 2025, an estimated $8.95K.
  • Mount Yale Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $8.95K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.