SFA
EDF

Sequoia Financial Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Sequoia Financial Advisors’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.2K Hold
15,093
– – ﹤0.01% 2092
2026
Q1 		$72.1K Hold
15,093
– – ﹤0.01% 1878
2025
Q4 		$75K Sell
15,093
-7,961
-35% -$39.2K ﹤0.01% 1885
2025
Q3 		$116K Buy
23,054
+6,709
+41% +$34.1K ﹤0.01% 1682
2025
Q2 		$82.5K Hold
16,345
– – ﹤0.01% 1543
2025
Q1 		$82.7K Hold
16,345
– – ﹤0.01% 1329
2024
Q4 		$76.8K Hold
16,345
– – ﹤0.01% 1299
2024
Q3 		$85.6K Buy
+16,345
New +$85.6K ﹤0.01% 1237
2020
Q2 		– Sell
-50,129
Closed -$372K – 375
2020
Q1 		$372K Buy
+50,129
New +$586K 0.03% 229

Other funds holding EDF

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sequoia Financial Advisors's EDF Position: Q2 2026 in Review

Sequoia Financial Advisors held its Virtus Stone Harbor Emerging Markets Income Fund (EDF) position steady in Q2 2026 at 15,093 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Sequoia Financial Advisors first reported a position in EDF in Q1 2020 and has held it in 9 quarters since. The position peaked at $372K in Q1 2020. 12 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

  • Sequoia Financial Advisors held 15,093 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $84.2K as of Q2 2026.
  • Sequoia Financial Advisors left its Virtus Stone Harbor Emerging Markets Income Fund share count unchanged in Q2 2026.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2092 holding.
  • Sequoia Financial Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2020 and has held it in 9 quarters since.
  • Sequoia Financial Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $372K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.