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

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

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. 65 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.
65 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.