Seed Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Seed Wealth Management’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,500	Closed	-$105K	–	155
2024 Q1	$105K	Sell	14,500 -9,526	-40%	-$67.7K	0.1%	151
2023 Q4	$168K	Sell	24,026 -2,000	-8%	-$13K	0.17%	143
2023 Q3	$169K	Sell	26,026 -10,000	-28%	-$65.5K	0.19%	132
2023 Q2	$232K	Hold	36,026	–	–	0.25%	115
2023 Q1	$232K	Hold	36,026	–	–	0.26%	111
2022 Q4	$236K	Buy	+36,026	New	+$227K	0.27%	96

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seed Wealth Management's MSD Position: Q2 2024 in Review

Seed Wealth Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2024, closing a stake of 14,500 shares — an estimated $105K sold.

Seed Wealth Management first reported a position in MSD in Q4 2022 and held it in 6 quarters. The position peaked at $236K in Q4 2022. 40 funds tracked by Wall St. Rank hold MSD as of Q2 2024.

Seed Wealth Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2024 after selling out during the quarter.
Seed Wealth Management sold 14,500 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2024, an estimated $105K.
Seed Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2022 and held it in 6 quarters.
Seed Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $236K in Q4 2022.
40 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2024.

Based on Seed Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.