Todd Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Todd Wealth Management’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 Q3	$176K	Hold	33,500	–	–	0.13%	104
2026 Q2	$197K	Hold	33,500	–	–	0.15%	107
2026 Q1	$170K	Hold	33,500	–	–	0.15%	101
2025 Q4	$182K	Buy	+33,500	New	+$181K	0.16%	95

Other funds holding EDD

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Opinicus Capital Tampa, Florida $186M AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Todd Wealth Management's EDD Position: Q3 2026 in Review

Todd Wealth Management held its Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) position steady in Q3 2026 at 33,500 shares worth $176K. The position accounts for 0.13% of the portfolio, ranked #104.

Todd Wealth Management first reported a position in EDD in Q4 2025 and has held it in 4 quarters since. The position peaked at $197K in Q2 2026. 13 funds tracked by Wall St. Rank hold EDD as of Q3 2026.

Todd Wealth Management held 33,500 shares of Morgan Stanley Emerging Markets Domestic Debt Fund worth $176K as of Q3 2026.
Todd Wealth Management left its Morgan Stanley Emerging Markets Domestic Debt Fund share count unchanged in Q3 2026.
Morgan Stanley Emerging Markets Domestic Debt Fund made up 0.13% of Todd Wealth Management's portfolio in Q3 2026, its #104 holding.
Todd Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $197K in Q2 2026.
13 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.