Vault-13

MORGAN STANLEY EMERGING MKTS EDD

COM · Closed-End Fund · CUSIP 617477104

60 institutional holders -2 vs Q1 2025
23,965,85924.0m shares reported held*
$123.1mreported value*
8 new 25 added 15 reduced 10 sold out net bought ≈ $1.6m (+314.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.14.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 59Q4 22: 64Q1 23: 64Q2 23: 60Q3 23: 63Q4 23: 66Q1 24: 62Q2 24: 61Q3 24: 61Q4 24: 65Q1 25: 62Q2 25: 6060Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202259
Q4 202264
Q1 202364
Q2 202360
Q3 202363
Q4 202366
Q1 202462
Q2 202461
Q3 202461
Q4 202465
Q1 202562
Q2 202560

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 32 bought or addedQ3 23: 27 cut or sold outQ4 23: 30 bought or addedQ4 23: 30 cut or sold outQ4 23Q1 24: 33 bought or addedQ1 24: 29 cut or sold outQ2 24: 27 bought or addedQ2 24: 30 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 32 cut or sold outQ4 24: 27 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 24 cut or sold outQ2 25: 33 bought or addedQ2 25: 25 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233227
Q4 20233030
Q1 20243329
Q2 20242730
Q3 20242432
Q4 20242725
Q1 20253024
Q2 20253325

Biggest buyers

Rockefeller Capital Management L.P. Added +467,808+467.8k
MORGAN STANLEY Added +193,704+193.7k
ROYAL BANK OF CANADA Added +181,205+181.2k
Shaker Financial Services, LLC Added +138,283+138.3k
Kaizen Financial Strategies New +125,004+125.0k
Invesco Ltd. Added +84,810+84.8k
RAYMOND JAMES FINANCIAL INC Added +57,783+57.8k
XTX Topco Ltd New +54,657+54.7k
Penserra Capital Management LLC Added +52,258+52.3k
GraniteShares Advisors LLC Added +38,973+39.0k

Biggest sellers

Pathstone Holdings, LLC Reduced -497,533-497.5k
EVERGREEN CAPITAL MANAGEMENT LLC Reduced -314,474-314.5k
Cresset Asset Management, LLC Sold out -88,656-88.7k
Rareview Capital LLC Reduced -63,832-63.8k
Avior Wealth Management, LLC Sold out -59,806-59.8k
Bulldog Investors, LLP Sold out -55,414-55.4k
WOLVERINE ASSET MANAGEMENT LLC Sold out -30,777-30.8k
Almitas Capital LLC Sold out -29,256-29.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,329-24.3k
MILLENNIUM MANAGEMENT LLC Sold out -13,734-13.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution filed 2025-04-21 21.6% 13.9m≈ $81.9m 2025-04-21
EVERGREEN CAPITAL MANAGEMENT LLC 13G · institution +0.6 pts · filed 2026-04-13 5.4% +0.6 pts 3.5m≈ $20.5m 2026-04-13

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pathstone Holdings, LLC 0.09% of their portfolio ENGLEWOOD, NJ 4,468,5774.5m $22.9m $22.9m 0.09% Reduced -497.5k -497,533
2 EVERGREEN CAPITAL MANAGEMENT LLC 0.52% of their portfolio Bellevue, WA 3,280,6543.3m $17.2m $17.2m 0.52% Reduced -314.5k -314,474
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,186,1202.2m $11.2m $11.2m 0.00% Added +193.7k +193,704
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,784,5251.8m $9.1m $9.1m 0.00% Added +17.3k +17,328
5 Penserra Capital Management LLC 0.13% of their portfolio ORINDA, CA 1,767,9171.8m $9.1m $9.1m 0.13% Added +52.3k +52,258
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,635,5371.6m $8.4m $8.4m 0.00% Reduced -388 -388
7 Alexander Randolph Advisory, Inc. 6.59% of their portfolio MCLEAN, VA 1,436,3071.4m $7.4m $7.4m 6.59% Reduced -6.5k -6,470
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,113,1241.1m $5.7m $5.7m 0.00% Added +84.8k +84,810
9 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 935,616935.6k $4.8m $4.8m 0.01% Added +467.8k +467,808
10 GraniteShares Advisors LLC 1.96% of their portfolio NEW YORK, NY 623,608623.6k $3.2m $3.2m 1.96% Added +39.0k +38,973
11 Rareview Capital LLC 2.01% of their portfolio LAS VEGAS, NV 620,755620.8k $3.2m $3.2m 2.01% Reduced -63.8k -63,832
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 510,319510.3k $2.6m $2.6m 0.00% Added +57.8k +57,783
13 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 402,855402.9k $2.1m $2.1m 0.01% Reduced -8.1k -8,093
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 365,406365.4k $1.9m $1.9m 0.00% Added +181.2k +181,205
15 Matisse Capital 0.86% of their portfolio PORTLAND, OR 355,711355.7k $1.8m $1.8m 0.86% Reduced -5.7k -5,710
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 266,648266.6k $1.4m $1.4m 0.00% Added +670 +670
17 Shaker Financial Services, LLC 0.44% of their portfolio Arlington, VA 228,932228.9k $1.2m $1.2m 0.44% Added +138.3k +138,283
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 206,288206.3k $1.1m $1.1m 0.00% Added +9.9k +9,851
19 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 202,951203.0k $1.0m $1.0m 0.01% Added +8.9k +8,851
20 Pekin Hardy Strauss, Inc. 0.09% of their portfolio CHICAGO, IL 156,408156.4k $800.8k $800.8k 0.09% Added +28.9k +28,908
21 Bramshill Investments, LLC 0.08% of their portfolio NAPLES, FL 143,400143.4k $734.2k $734.2k 0.08% Reduced -1.6k -1,626
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 141,641141.6k $725.2k $725.2k 0.00% Added +12.7k +12,699
23 Kaizen Financial Strategies 0.33% of their portfolio CAMPBELL, CA 125,004125.0k $640.0k $640.0k 0.33% New
24 PenderFund Capital Management Ltd. 0.15% of their portfolio VANCOUVER, A1 120,332120.3k $616.1k $616.1k 0.15% Reduced -2.3k -2,314
25 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 99,50099.5k $509.4k $509.4k 0.03% Unchanged
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 81,86181.9k $419.1k $419.1k 0.01% Added +11.1k +11,117
27 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 80,13680.1k $410.3k $410.3k 0.02% Added +225 +225
28 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 73,60073.6k $376.8k $376.8k 0.03% Unchanged
29 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 61,42361.4k $314.5k $314.5k 0.00% Added +481 +481
30 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 54,65754.7k $279.8k $279.8k 0.01% New
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 39,29239.3k $201.2k $201.2k 0.00% Reduced -11.1k -11,100
32 E&G Advisors, LLC 0.05% of their portfolio HOUSTON, TX 35,50035.5k $181.8k $181.8k 0.05% Unchanged
33 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 35,25435.3k $180.5k $180.5k 0.00% Reduced -13.6k -13,617
34 UHLMANN PRICE SECURITIES, LLC 0.12% of their portfolio SKOKIE, IL 32,51132.5k $166.5k $166.5k 0.12% Added +1.1k +1,073
35 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 29,80629.8k $152.6k $152.6k 0.00% Added +12.1k +12,106
36 COMERICA BANK 0.00% of their portfolio DALLAS, TX 29,67129.7k $151.9k $151.9k 0.00% Added +520 +520
37 LexAurum Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 28,66428.7k $146.8k $146.8k 0.02% Unchanged
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,50521.5k $110.1k $110.1k 0.00% Added +3.3k +3,254
39 Papamarkou Wellner Asset Management inc. 0.07% of their portfolio NEW YORK, NY 21,50021.5k $110.1k $110.1k 0.07% Unchanged
40 GM Advisory Group, LLC 0.00% of their portfolio MELVILLE, NY 18,92018.9k $96.9k $96.9k 0.00% Reduced -9.1k -9,140
41 Ignite Planners, LLC 0.01% of their portfolio SAN CLEMENTE, CA 15,69615.7k $78.0k $78.0k 0.01% Added +958 +958
42 NWAM LLC 0.00% of their portfolio MERCER ISLAND, WA 14,72814.7k $75.3k $75.3k 0.00% New
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,37314.4k $73.6k $73.6k 0.00% Added +201 +201
44 Formidable Asset Management, LLC 0.01% of their portfolio CINCINNATI, OH 13,75413.8k $64.6k $64.6k 0.01% Unchanged
45 Virtu Financial LLC 0.00% of their portfolio New York, NY 13,23413.2k $68.0k $68.0k 0.00% New
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,26611.3k $57.7k $57.7k 0.00% New
47 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 10,70010.7k $54.8k $54.8k 0.00% Unchanged
48 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 10,46510.5k $53.6k $53.6k 0.00% New
49 ACCREDITED INVESTOR SERVICES, LLC 0.04% of their portfolio ST. CLOUD, MN 10,32910.3k $52.9k $52.9k 0.04% New
50 JTC Employer Solutions Trustee Ltd 0.00% of their portfolio ST HELIER, Y9 10,14810.1k $52.0k $52.0k 0.00% Unchanged
51 Fortitude Family Office, LLC 0.01% of their portfolio SCOTTSDALE, AZ 6,0006.0k $30.7k $30.7k 0.01% Unchanged
52 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,3884.4k $22.5k $22.5k 0.00% Reduced -65 -65
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,0003.0k $15.4k $15.4k 0.00% Added +1.0k +1,000
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,2702.3k $11.6k $11.6k 0.00% Unchanged
55 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 1,9171.9k $9.8k $9.8k 0.00% Added +404 +404
56 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 772772 $4.0k $4.0k 0.00% Reduced -230 -230
57 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 304304 $1.6k $1.6k 0.00% New
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 4848 $0 $0 0.00% Unchanged
59 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 3232 $163 $163 0.00% Reduced -68 -68
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged