Root Financial Partners’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Root Financial Partners’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	–	Sell	-232	Closed	-$1.18K	–	1196
2026 Q1	$1.18K	Buy	+232	New	+$1.33K	﹤0.01%	2543

Other funds holding EDD

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Root Financial Partners's EDD Position: Q2 2026 in Review

Root Financial Partners sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2026, closing a stake of 232 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in EDD in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 72 funds tracked by Wall St. Rank hold EDD as of Q2 2026.

Root Financial Partners reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 232 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2026, an estimated $1.18K.
Root Financial Partners first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $1.18K in Q1 2026.
72 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.