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

Whipplewood 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	$506K	Sell	69,383 -145,403	-68%	-$1.07M	0.34%	75
2026 Q1	$1.51M	Buy	214,786 +1,078	+0.5%	+$8.16K	0.78%	29
2025 Q4	$1.58M	Buy	213,708 +6,939	+3%	+$51K	1.01%	28
2025 Q3	$1.52M	Buy	206,769 +12,391	+6%	+$93.2K	1%	27
2025 Q2	$1.5M	Buy	194,378 +194,360	+1,079,778%	+$1.48M	0.83%	26
2025 Q1	$2.26M	Sell	18 -283,891	-100%	-$2.28M	1.34%	17
2024 Q4	$2.19M	Buy	+283,909	New	+$2.19M	1.24%	16

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

Whipplewood Advisors's MSD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 68% in Q2 2026, selling an estimated $1.07M and leaving 69,383 shares worth $506K. The position accounts for 0.34% of the portfolio, ranked #75.

Whipplewood Advisors first reported a position in MSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q1 2025. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

Whipplewood Advisors held 69,383 shares of Morgan Stanley Emerging Markets Debt Fund worth $506K as of Q2 2026.
Whipplewood Advisors sold 145,403 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $1.07M.
Morgan Stanley Emerging Markets Debt Fund made up 0.34% of Whipplewood Advisors's portfolio in Q2 2026, its #75 holding.
Whipplewood Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $2.26M in Q1 2025.
65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.