Activest Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Activest Wealth Management’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,158	Closed	-$70.6K	–	1396
2026 Q1	$70.6K	Hold	8,158	–	–	0.01%	282
2025 Q4	$77.7K	Hold	8,158	–	–	0.01%	250
2025 Q3	$74.2K	Hold	8,158	–	–	0.02%	216
2025 Q2	$71.4K	Hold	8,158	–	–	0.02%	166
2025 Q1	$66.4K	Hold	8,158	–	–	0.02%	168
2024 Q4	$66.7K	Hold	8,158	–	–	0.02%	151
2024 Q3	$71.1K	Hold	8,158	–	–	0.02%	148
2024 Q2	$68.9K	Buy	+8,158	New	+$66.9K	0.02%	146

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Activest Wealth Management's EXG Position: Q2 2026 in Review

Activest Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026, closing a stake of 8,158 shares — an estimated $70.6K sold.

Activest Wealth Management first reported a position in EXG in Q2 2024 and held it in 8 quarters. The position peaked at $77.7K in Q4 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Activest Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 8,158 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $70.6K.
Activest Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 8 quarters.
Activest Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $77.7K in Q4 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.