SW
MSD

SVB Wealth’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3,794
Closed -$30.5K – 1178
2025
Q1 		$30.5K Buy
+3,794
New +$30.5K ﹤0.01% 658

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's MSD Position: Q2 2025 in Review

SVB Wealth sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2025, closing a stake of 3,794 shares — an estimated $30.5K sold.

SVB Wealth first reported a position in MSD in Q1 2025 and held it in 1 quarter. The position peaked at $30.5K in Q1 2025. 45 funds tracked by Wall St. Rank hold MSD as of Q2 2025.

  • SVB Wealth reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,794 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2025, an estimated $30.5K.
  • SVB Wealth first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Morgan Stanley Emerging Markets Debt Fund position peaked at $30.5K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.