Ameritas Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Ameritas Advisory Services’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	$840K	Buy	85,585 +20,824	+32%	+$195K	0.02%	611
2026 Q1	$561K	Hold	64,761	–	–	0.02%	538
2025 Q4	$617K	Sell	64,761 -5,129	-7%	-$47.2K	0.02%	496
2025 Q3	$636K	Buy	69,890 +21,393	+44%	+$190K	0.04%	329
2025 Q2	$424K	Sell	48,497 -23,322	-32%	-$193K	0.02%	543
2025 Q1	$587K	Buy	71,819 +21	+0%	+$176	0.02%	530
2024 Q4	$587K	Sell	71,798 -2,321	-3%	-$19.6K	0.02%	549
2024 Q3	$646K	Buy	74,119 +1,048	+1%	+$8.81K	0.03%	484
2024 Q2	$617K	Buy	73,071 +9,938	+16%	+$81.5K	0.02%	523
2024 Q1	$507K	Buy	+63,133	New	+$498K	0.02%	551
2023 Q4	–	Sell	-62,892	Closed	-$461K	–	737
2023 Q3	$461K	Buy	62,892 +1,481	+2%	+$11.5K	0.02%	513
2023 Q2	$480K	Buy	61,411 +1,383	+2%	+$10.8K	0.06%	300
2023 Q1	$469K	Sell	60,028 -11,627	-16%	-$89.8K	0.02%	495
2022 Q4	$541K	Buy	71,655 +27,227	+61%	+$208K	0.03%	510
2022 Q3	$322K	Buy	44,428 +279	+0.6%	+$2.32K	0.02%	560
2022 Q2	$340K	Sell	44,149 -6,221	-12%	-$53.7K	0.02%	568
2022 Q1	$489K	Sell	50,370 -1,616	-3%	-$15.6K	0.02%	508
2021 Q4	$555K	Buy	+51,986	New	+$542K	0.02%	476

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

Ameritas Advisory Services's EXG Position: Q2 2026 in Review

Ameritas Advisory Services increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 32% in Q2 2026, buying an estimated $195K and bringing the position to 85,585 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #611.

Ameritas Advisory Services first reported a position in EXG in Q4 2021 and has held it in 18 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Ameritas Advisory Services held 85,585 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $840K as of Q2 2026.
Ameritas Advisory Services bought 20,824 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $195K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #611 holding.
Ameritas Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.