Advisor Resource Council’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-127,752	Closed	-$1.04M	–	311
2025 Q1	$1.04M	Buy	+127,752	New	+$1.07M	0.08%	243
2024 Q1	–	Sell	-105,032	Closed	-$811K	–	327
2023 Q4	$811K	Buy	+105,032	New	+$780K	0.09%	212
2022 Q3	–	Sell	-98,874	Closed	-$762K	–	259
2022 Q2	$762K	Buy	+98,874	New	+$853K	0.07%	234
2022 Q1	–	Sell	-98,874	Closed	-$1.05M	–	314
2021 Q4	$1.05M	Buy	+98,874	New	+$1.03M	0.08%	234
2021 Q3	–	Sell	-81,524	Closed	-$832K	–	296
2021 Q2	$832K	Buy	+81,524	New	+$803K	0.09%	232

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Resource Council's EXG Position: Q2 2025 in Review

Advisor Resource Council sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2025, closing a stake of 127,752 shares — an estimated $1.04M sold.

Advisor Resource Council first reported a position in EXG in Q2 2021 and held it in 5 quarters. The position peaked at $1.05M in Q4 2021. 274 funds tracked by Wall St. Rank hold EXG as of Q2 2025.

Advisor Resource Council reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 127,752 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2025, an estimated $1.04M.
Advisor Resource Council first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.05M in Q4 2021.
274 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.