Smith Asset Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Smith Asset 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
2026 Q2	$518K	Sell	71,002 -945	-1%	-$6.92K	0.41%	55
2026 Q1	$505K	Buy	71,947 +4,621	+7%	+$35K	0.43%	53
2025 Q4	$498K	Sell	67,326 -230	-0.3%	-$1.69K	0.41%	51
2025 Q3	$498K	Sell	67,556 -243	-0.4%	-$1.83K	0.42%	52
2025 Q2	$524K	Buy	67,799 +192	+0.3%	+$1.46K	0.45%	48
2025 Q1	$544K	Buy	67,607 +5,834	+9%	+$46.9K	0.51%	45
2024 Q4	$476K	Buy	+61,773	New	+$476K	0.46%	47

Other funds holding MSD

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Smith Asset Management's MSD Position: Q2 2026 in Review

Smith Asset Management reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 1.3% in Q2 2026, selling an estimated $6.92K and leaving 71,002 shares worth $518K. The position accounts for 0.41% of the portfolio, ranked #55.

Smith Asset Management first reported a position in MSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $544K in Q1 2025. 10 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

Smith Asset Management held 71,002 shares of Morgan Stanley Emerging Markets Debt Fund worth $518K as of Q2 2026.
Smith Asset Management sold 945 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $6.92K.
Morgan Stanley Emerging Markets Debt Fund made up 0.41% of Smith Asset Management's portfolio in Q2 2026, its #55 holding.
Smith Asset Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2024 and has held it in 7 quarters since.
Smith Asset Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $544K in Q1 2025.
10 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.