1WA
ETG

180 Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

180 Wealth Advisors’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Sell
18,672
-133
-0.7% -$2.98K 0.04% 303
2026
Q1 		$378K Sell
18,805
-211
-1% -$4.73K 0.04% 319
2025
Q4 		$439K Sell
19,016
-1,102
-5% -$24.2K 0.05% 285
2025
Q3 		$425K Buy
20,118
+239
+1% +$4.99K 0.05% 288
2025
Q2 		$416K Sell
19,879
-642
-3% -$12.3K 0.06% 276
2025
Q1 		$374K Sell
20,521
-249
-1% -$4.65K 0.06% 271
2024
Q4 		$379K Sell
20,770
-161
-0.8% -$3.06K 0.06% 277
2024
Q3 		$407K Buy
20,931
+75
+0.4% +$1.41K 0.06% 263
2024
Q2 		$399K Sell
20,856
-243
-1% -$4.39K 0.07% 263
2024
Q1 		$385K Buy
21,099
+2,417
+13% +$42.6K 0.07% 250
2023
Q4 		$315K Sell
18,682
-542
-3% -$8.61K 0.06% 271
2023
Q3 		$296K Buy
19,224
+47
+0.2% +$778 0.07% 266
2023
Q2 		$321K Sell
19,177
-186
-1% -$3.01K 0.07% 246
2023
Q1 		$313K Sell
19,363
-143
-0.7% -$2.29K 0.07% 253
2022
Q4 		$322K Buy
19,506
+58
+0.3% +$904 0.08% 249
2022
Q3 		$293K Sell
19,448
-418
-2% -$7.22K 0.08% 248
2022
Q2 		$321K Buy
19,866
+89
+0.5% +$1.57K 0.08% 242
2022
Q1 		$390K Buy
19,777
+75
+0.4% +$1.53K 0.09% 224
2021
Q4 		$401K Sell
19,702
-1,668
-8% -$36.8K 0.09% 216
2021
Q3 		$468K Sell
21,370
-413
-2% -$8.88K 0.1% 192
2021
Q2 		$466K Sell
21,783
-236
-1% -$4.81K 0.11% 190
2021
Q1 		$451K Sell
22,019
-103
-0.5% -$1.89K 0.11% 177
2020
Q4 		$401K Sell
22,122
-408
-2% -$6.67K 0.12% 177
2020
Q3 		$343K Buy
22,530
+253
+1% +$3.82K 0.13% 163
2020
Q2 		$328K Buy
22,277
+200
+0.9% +$2.68K 0.13% 161
2020
Q1 		$249K Buy
22,077
+2,303
+12% +$37.6K 0.13% 177
2019
Q4 		$363K Sell
19,774
-1,731
-8% -$29.7K 0.14% 173
2019
Q3 		$352K Sell
21,505
-1,501
-7% -$24.2K 0.16% 166
2019
Q2 		$372K Buy
23,006
+396
+2% +$6.23K 0.17% 150
2019
Q1 		$358K Buy
22,610
+6,518
+41% +$98.3K 0.16% 158
2018
Q4 		$288K Hold
16,092
– – 0.13% 188
2018
Q3 		$288K Sell
16,092
-1,078
-6% -$19.1K 0.13% 188
2018
Q2 		$292K Sell
17,170
-23,180
-57% -$394K 0.14% 183
2018
Q1 		$673K Sell
40,350
-5,835
-13% -$101K 0.35% 87
2017
Q4 		$800K Buy
+46,185
New +$796K 0.41% 76

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

180 Wealth Advisors's ETG Position: Q2 2026 in Review

180 Wealth Advisors reduced its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 0.71% in Q2 2026, selling an estimated $2.98K and leaving 18,672 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #303.

180 Wealth Advisors first reported a position in ETG in Q4 2017 and has held it in 35 quarters since. The position peaked at $800K in Q4 2017. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • 180 Wealth Advisors held 18,672 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $440K as of Q2 2026.
  • 180 Wealth Advisors sold 133 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $2.98K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #303 holding.
  • 180 Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2017 and has held it in 35 quarters since.
  • 180 Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $800K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.