SFS
EDD

Shaker Financial Services’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Shaker Financial Services’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-72,979
Closed -$405K – 159
2025
Q4 		$405K Buy
+72,979
New +$395K 0.13% 144
2025
Q3 		– Sell
-228,932
Closed -$1.2M – 157
2025
Q2 		$1.2M Buy
228,932
+138,283
+153% +$674K 0.44% 73
2025
Q1 		$448K Sell
90,649
-59,937
-40% -$283K 0.17% 116
2024
Q4 		$709K Sell
150,586
-80,760
-35% -$380K 0.27% 109
2024
Q3 		$1.2M Buy
231,346
+85,674
+59% +$420K 0.45% 65
2024
Q2 		$684K Buy
145,672
+76,165
+110% +$355K 0.28% 96
2024
Q1 		$336K Buy
+69,507
New +$327K 0.13% 126
2023
Q3 		– Sell
-26,571
Closed -$127K – 162
2023
Q2 		$127K Buy
+26,571
New +$125K 0.06% 154
2022
Q2 		– Sell
-171,573
Closed -$856K – 138
2022
Q1 		$856K Buy
171,573
+11,813
+7% +$61.9K 0.32% 85
2021
Q4 		$875K Buy
+159,760
New +$913K 0.31% 92
2021
Q3 		– Sell
-111,333
Closed -$681K – 146
2021
Q2 		$681K Buy
111,333
+66,903
+151% +$411K 0.25% 107
2021
Q1 		$267K Sell
44,430
-3,704
-8% -$22.6K 0.11% 148
2020
Q4 		$303K Buy
+48,134
New +$287K 0.13% 138
2020
Q3 		– Sell
-108,134
Closed -$611K – 166
2020
Q2 		$611K Buy
108,134
+40,042
+59% +$219K 0.34% 86
2020
Q1 		$355K Buy
+68,092
New +$438K 0.24% 110
2015
Q1 		– Sell
-11,300
Closed -$119K – 133
2014
Q4 		$119K Buy
+11,300
New +$128K 0.08% 132
2014
Q3 		– Sell
-47,787
Closed -$637K – 141
2014
Q2 		$637K Buy
47,787
+8,852
+23% +$118K 0.39% 86
2014
Q1 		$511K Buy
+38,935
New +$495K 0.34% 89
2013
Q4 		– Sell
-37,373
Closed -$527K – 165
2013
Q3 		$527K Sell
37,373
-121,519
-76% -$1.7M 0.39% 92
2013
Q2 		$2.29M Buy
+158,892
New +$2.6M 1.69% 11

Other funds holding EDD

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Shaker Financial Services's EDD Position: Q1 2026 in Review

Shaker Financial Services sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2026, closing a stake of 72,979 shares — an estimated $405K sold.

Shaker Financial Services first reported a position in EDD in Q2 2013 and held it in 20 quarters. The position peaked at $2.29M in Q2 2013. 78 funds tracked by Wall St. Rank hold EDD as of Q1 2026.

  • Shaker Financial Services reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2026 after selling out during the quarter.
  • Shaker Financial Services sold 72,979 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2026, an estimated $405K.
  • Shaker Financial Services first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2013 and held it in 20 quarters.
  • Shaker Financial Services's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $2.29M in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2026.

Based on Shaker Financial Services's 13F filing for Q1 2026, filed 12 May 2026.