WA
MSD

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
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

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 $570B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Whipplewood Advisors's MSD Position: Q1 2026 in Review

Whipplewood Advisors increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 0.5% in Q1 2026, buying an estimated $8.16K and bringing the position to 214,786 shares worth $1.51M. The position accounts for 0.78% of the portfolio, ranked #29.

Whipplewood Advisors first reported a position in MSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q1 2025. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Whipplewood Advisors held 214,786 shares of Morgan Stanley Emerging Markets Debt Fund worth $1.51M as of Q1 2026.
  • Whipplewood Advisors bought 1,078 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $8.16K.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.78% of Whipplewood Advisors's portfolio in Q1 2026, its #29 holding.
  • Whipplewood Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $2.26M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.