Root Financial Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Root Financial Partners’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
2026 Q3	$6.92K	Buy	+739	New	+$7.68K	﹤0.01%	2088
2026 Q2	–	Sell	-779	Closed	-$7.65K	–	1231
2026 Q1	$7.65K	Buy	+779	New	+$8.35K	﹤0.01%	1785

Other funds holding EMD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Root Financial Partners's EMD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q3 2026: 739 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EMD as recently as Q1 2026.

Root Financial Partners first reported a position in EMD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.65K in Q1 2026. 78 funds tracked by Wall St. Rank hold EMD as of Q3 2026.

Root Financial Partners held 739 shares of Western Asset Emerging Markets Debt Fund worth $6.92K as of Q3 2026.
Western Asset Emerging Markets Debt Fund was a new Root Financial Partners position in Q3 2026.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2088 holding.
Root Financial Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's Western Asset Emerging Markets Debt Fund position peaked at $7.65K in Q1 2026.
78 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.