VFA
MSD

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

Valeo Financial Advisors’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 		$424K Hold
58,055
– – 0.01% 502
2026
Q1 		$408K Hold
58,055
– – 0.01% 459
2025
Q4 		$429K Buy
58,055
+3,500
+6% +$25.7K 0.01% 501
2025
Q3 		$402K Sell
54,555
-14,771
-21% -$111K 0.01% 512
2025
Q2 		$536K Buy
69,326
+15,321
+28% +$117K 0.01% 435
2025
Q1 		$435K Buy
54,005
+6,325
+13% +$50.9K 0.01% 446
2024
Q4 		$367K Buy
47,680
+17,307
+57% +$133K 0.01% 481
2024
Q3 		$241K Buy
30,373
+16,873
+125% +$130K 0.01% 596
2024
Q2 		$99.1K Buy
+13,500
New +$97K ﹤0.01% 631

Other funds holding MSD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 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

Valeo Financial Advisors's MSD Position: Q2 2026 in Review

Valeo Financial Advisors held its Morgan Stanley Emerging Markets Debt Fund (MSD) position steady in Q2 2026 at 58,055 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #502.

Valeo Financial Advisors first reported a position in MSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $536K in Q2 2025. 10 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

  • Valeo Financial Advisors held 58,055 shares of Morgan Stanley Emerging Markets Debt Fund worth $424K as of Q2 2026.
  • Valeo Financial Advisors left its Morgan Stanley Emerging Markets Debt Fund share count unchanged in Q2 2026.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #502 holding.
  • Valeo Financial Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and has held it in 9 quarters since.
  • Valeo Financial Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $536K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.