RFP
EMD

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Root Financial Partners sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2026, closing a stake of 779 shares — an estimated $7.65K sold.

Root Financial Partners first reported a position in EMD in Q1 2026 and held it in 1 quarter. The position peaked at $7.65K in Q1 2026. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Root Financial Partners reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 779 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $7.65K.
  • Root Financial Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Western Asset Emerging Markets Debt Fund position peaked at $7.65K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

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