WA
MSD

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

Wealthstar 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
Q1 		$582K Buy
82,886
+4,282
+5% +$32.4K 0.35% 76
2025
Q4 		$581K Sell
78,604
-3,891
-5% -$28.6K 0.32% 76
2025
Q3 		$608K Buy
82,495
+24,243
+42% +$182K 0.24% 80
2025
Q2 		$450K Sell
58,252
-529
-0.9% -$4.04K 0.17% 101
2025
Q1 		$473K Sell
58,781
-25,056
-30% -$202K 0.22% 96
2024
Q4 		$646K Buy
+83,837
New +$646K 0.28% 71
2024
Q2 		– Sell
-76,709
Closed -$555K – 105
2024
Q1 		$555K Buy
76,709
+1,163
+2% +$8.26K 0.19% 72
2023
Q4 		$525K Buy
75,546
+34,979
+86% +$228K 0.19% 74
2023
Q3 		$263K Buy
+40,567
New +$266K 0.11% 96

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return