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

Stifel Financial’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	$576K	Sell	78,847 -16,797	-18%	-$123K	﹤0.01%	2890
2026 Q1	$671K	Sell	95,644 -3,884	-4%	-$29.4K	﹤0.01%	2683
2025 Q4	$736K	Buy	99,528 +87,285	+713%	+$642K	﹤0.01%	2632
2025 Q3	$90.2K	Buy	12,243 +62	+0.5%	+$466	﹤0.01%	3455
2025 Q2	$94.2K	Buy	12,181 +73	+0.6%	+$557	﹤0.01%	3368
2025 Q1	$97.5K	Buy	12,108 +353	+3%	+$2.84K	﹤0.01%	3299
2024 Q4	$90.5K	Buy	+11,755	New	+$90.6K	﹤0.01%	3256
2022 Q2	–	Sell	-310,484	Closed	-$2.42M	–	3418
2022 Q1	$2.42M	Sell	310,484 -10,656	-3%	-$88.4K	﹤0.01%	1486
2021 Q4	$2.89M	Sell	321,140 -1,176	-0.4%	-$10.7K	﹤0.01%	1380
2021 Q3	$2.94M	Buy	322,316 +18,347	+6%	+$174K	﹤0.01%	1321
2021 Q2	$2.84M	Buy	303,969 +34,939	+13%	+$321K	﹤0.01%	1372
2021 Q1	$2.41M	Buy	269,030 +9,056	+3%	+$82.6K	﹤0.01%	1410
2020 Q4	$2.41M	Sell	259,974 -17,947	-6%	-$158K	﹤0.01%	1279
2020 Q3	$2.33M	Sell	277,921 -3,217	-1%	-$27.8K	﹤0.01%	1136
2020 Q2	$2.39M	Sell	281,138 -2,400	-0.8%	-$19.4K	0.01%	1061
2020 Q1	$2.17M	Buy	283,538 +56,918	+25%	+$523K	0.01%	1006
2019 Q4	$2.19M	Buy	226,620 +85,102	+60%	+$805K	﹤0.01%	1279
2019 Q3	$1.3M	Buy	141,518 +20,468	+17%	+$192K	﹤0.01%	1584
2019 Q2	$1.13M	Buy	121,050 +59,885	+98%	+$547K	﹤0.01%	1723
2019 Q1	$549K	Buy	61,165 +45,320	+286%	+$402K	﹤0.01%	2011
2018 Q4	$130K	Sell	15,845 -9,893	-38%	-$83.3K	﹤0.01%	2530
2018 Q3	$223K	Hold	25,738	–	–	﹤0.01%	2523
2018 Q2	$225K	Hold	25,738	–	–	﹤0.01%	2483
2018 Q1	$241K	Sell	25,738 -11,936	-32%	-$116K	﹤0.01%	2369
2017 Q4	$377K	Sell	37,674 -551	-1%	-$5.51K	﹤0.01%	2079
2017 Q3	$386K	Buy	38,225 +6,482	+20%	+$65.4K	﹤0.01%	2038
2017 Q2	$314K	Buy	31,743 +11,567	+57%	+$114K	﹤0.01%	2107
2017 Q1	$188K	Buy	+20,176	New	+$189K	﹤0.01%	2341

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial's MSD Position: Q2 2026 in Review

Stifel Financial reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 18% in Q2 2026, selling an estimated $123K and leaving 78,847 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Stifel Financial first reported a position in MSD in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.94M in Q3 2021. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

Stifel Financial held 78,847 shares of Morgan Stanley Emerging Markets Debt Fund worth $576K as of Q2 2026.
Stifel Financial sold 16,797 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $123K.
Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2890 holding.
Stifel Financial first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2017 and has held it in 28 quarters since.
Stifel Financial's Morgan Stanley Emerging Markets Debt Fund position peaked at $2.94M in Q3 2021.
65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.