SA
EDF

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

SFI 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
2025
Q2 		– Sell
-23,409
Closed -$118K – 64
2025
Q1 		$118K Hold
23,409
– – 0.09% 70
2024
Q4 		$110K Sell
23,409
-719
-3% -$3.6K 0.08% 81
2024
Q3 		$126K Sell
24,128
-700
-3% -$3.67K 0.09% 73
2024
Q2 		$131K Sell
24,828
-844
-3% -$4.56K 0.1% 72
2024
Q1 		$139K Sell
25,672
-10,041
-28% -$47.3K 0.11% 72
2023
Q4 		$154K Buy
35,713
+10,041
+39% +$41.4K 0.13% 84
2023
Q3 		$113K Hold
25,672
– – 0.11% 73
2023
Q2 		$116K Hold
25,672
– – 0.11% 69
2023
Q1 		$117K Hold
25,672
– – 0.12% 67
2022
Q4 		$107K Sell
25,672
-7,763
-23% -$30.2K 0.12% 76
2022
Q3 		$123K Hold
33,435
– – 0.14% 60
2022
Q2 		$147K Buy
33,435
+2,500
+8% +$13.7K 0.16% 55
2022
Q1 		$202 Buy
30,935
+7,763
+34% +$48.8K 0.12% 55
2021
Q4 		$160K Buy
+23,172
New +$164K 0.14% 60

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

SFI Advisors's EDF Position: Q2 2025 in Review

SFI Advisors sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2025, closing a stake of 23,409 shares — an estimated $118K sold.

SFI Advisors first reported a position in EDF in Q4 2021 and held it in 14 quarters. The position peaked at $160K in Q4 2021. 33 funds tracked by Wall St. Rank hold EDF as of Q2 2025.

  • SFI Advisors reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q2 2025 after selling out during the quarter.
  • SFI Advisors sold 23,409 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2025, an estimated $118K.
  • SFI Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2021 and held it in 14 quarters.
  • SFI Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $160K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2025.

Based on SFI Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.