AF
ETY icon

Advisornet Financial’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Advisornet Financial’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.99K Hold
618
– – ﹤0.01% 1621
2026
Q1 		$8.52K Hold
618
– – ﹤0.01% 1587
2025
Q4 		$9.48K Hold
618
– – ﹤0.01% 1566
2025
Q3 		$9.83K Hold
618
– – ﹤0.01% 1527
2025
Q2 		$9.56K Buy
+618
New +$8.86K ﹤0.01% 1496
2022
Q3 		– Sell
-3
Closed – – 1896
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1944
2022
Q1 		$0 Sell
3
-98,750
-100% -$1.38M ﹤0.01% 2042
2021
Q4 		$1.49M Sell
98,753
-1,400
-1% -$20.5K 0.09% 194
2021
Q3 		$1.4M Buy
100,153
+300
+0.3% +$4.3K 0.1% 186
2021
Q2 		$1.41M Buy
99,853
+1,225
+1% +$16.7K 0.09% 199
2021
Q1 		$1.26M Sell
98,628
-4,400
-4% -$55K 0.09% 211
2020
Q4 		$1.26M Buy
103,028
+6,950
+7% +$80.8K 0.1% 180
2020
Q3 		$1.05M Buy
96,078
+950
+1% +$10.6K 0.09% 210
2020
Q2 		$1.02M Buy
95,128
+6,225
+7% +$64.4K 0.08% 220
2020
Q1 		$829K Buy
88,903
+46,601
+110% +$536K 0.08% 221
2019
Q4 		$530K Buy
42,302
+11,699
+38% +$142K 0.05% 322
2019
Q3 		$364K Buy
30,603
+1,900
+7% +$22.6K 0.03% 384
2019
Q2 		$344K Hold
28,703
– – 0.04% 367
2019
Q1 		$324K Buy
28,703
+9,600
+50% +$106K 0.04% 358
2018
Q4 		$195K Sell
19,103
-100
-0.5% -$1.15K 0.03% 401
2018
Q3 		$247K Sell
19,203
-350
-2% -$4.44K 0.03% 385
2018
Q2 		$237K Buy
19,553
+250
+1% +$3.04K 0.03% 368
2018
Q1 		$223K Buy
19,303
+19,300
+643,333% +$231K 0.03% 373
2017
Q4 		$0 Buy
+3
New +$36 ﹤0.01% 1263

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisornet Financial's ETY Position: Q2 2026 in Review

Advisornet Financial held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 618 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Advisornet Financial first reported a position in ETY in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.49M in Q4 2021. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Advisornet Financial held 618 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $8.99K as of Q2 2026.
  • Advisornet Financial left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1621 holding.
  • Advisornet Financial first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 24 quarters since.
  • Advisornet Financial's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.49M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.