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

Shaker Financial Services’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
2026 Q3	$2.57M	Sell	373,948 -54,126	-13%	-$391K	0.85%	43
2026 Q2	$3.19M	Buy	428,074 +124,460	+41%	+$912K	1%	36
2026 Q1	$2.17M	Buy	303,614 +123,230	+68%	+$933K	0.76%	46
2025 Q4	$1.36M	Buy	180,384 +89,172	+98%	+$656K	0.43%	85
2025 Q3	$688K	Buy	+91,212	New	+$686K	0.24%	96
2021 Q4	–	Sell	-87,663	Closed	-$799K	–	174
2021 Q3	$799K	Sell	87,663 -22,038	-20%	-$209K	0.32%	87
2021 Q2	$1.03M	Buy	109,701 +37,805	+53%	+$348K	0.38%	90
2021 Q1	$644K	Buy	+71,896	New	+$655K	0.26%	109
2020 Q4	–	Sell	-16,738	Closed	-$140K	–	188
2020 Q3	$140K	Buy	+16,738	New	+$145K	0.07%	149
2018 Q3	–	Sell	-13,220	Closed	-$116K	–	132
2018 Q2	$116K	Sell	13,220 -48,699	-79%	-$443K	0.06%	105
2018 Q1	$581K	Buy	61,919 +9,000	+17%	+$87.1K	0.28%	80
2017 Q4	$528K	Buy	+52,919	New	+$529K	0.25%	88
2017 Q2	–	Sell	-44,334	Closed	-$414K	–	125
2017 Q1	$414K	Buy	+44,334	New	+$416K	0.23%	87
2014 Q3	–	Sell	-10,455	Closed	-$106K	–	158
2014 Q2	$106K	Buy	+10,455	New	+$106K	0.06%	149
2013 Q4	–	Sell	-30,183	Closed	-$302K	–	176
2013 Q3	$302K	Sell	30,183 -33,099	-52%	-$329K	0.22%	130
2013 Q2	$644K	Buy	+63,282	New	+$729K	0.47%	73

Other funds holding MSD

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Shaker Financial Services's MSD Position: Q3 2026 in Review

Shaker Financial Services reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 13% in Q3 2026, selling an estimated $391K and leaving 373,948 shares worth $2.57M. The position accounts for 0.85% of the portfolio, ranked #43.

Shaker Financial Services first reported a position in MSD in Q2 2013 and has held it in 16 quarters since. The position peaked at $3.19M in Q2 2026. 10 funds tracked by Wall St. Rank hold MSD as of Q3 2026.

Shaker Financial Services held 373,948 shares of Morgan Stanley Emerging Markets Debt Fund worth $2.57M as of Q3 2026.
Shaker Financial Services sold 54,126 Morgan Stanley Emerging Markets Debt Fund shares in Q3 2026, an estimated $391K.
Morgan Stanley Emerging Markets Debt Fund made up 0.85% of Shaker Financial Services's portfolio in Q3 2026, its #43 holding.
Shaker Financial Services first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2013 and has held it in 16 quarters since.
Shaker Financial Services's Morgan Stanley Emerging Markets Debt Fund position peaked at $3.19M in Q2 2026.
10 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.