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

Atlantic Edge Private 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	$8.83K	Hold	900	–	–	﹤0.01%	437
2026 Q1	$7.79K	Hold	900	–	–	﹤0.01%	421
2025 Q4	$8.58K	Hold	900	–	–	﹤0.01%	397
2025 Q3	$8.19K	Hold	900	–	–	﹤0.01%	389
2025 Q2	$7.88K	Hold	900	–	–	﹤0.01%	386
2025 Q1	$7.33K	Hold	900	–	–	﹤0.01%	378
2024 Q4	$7.35K	Hold	900	–	–	﹤0.01%	363
2024 Q3	$7.85K	Hold	900	–	–	﹤0.01%	358
2024 Q2	$7.61K	Hold	900	–	–	﹤0.01%	344
2024 Q1	$7.34K	Hold	900	–	–	﹤0.01%	347
2023 Q4	$6.95K	Buy	+900	New	+$6.69K	﹤0.01%	334

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

Atlantic Edge Private Wealth Management's EXG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 900 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Atlantic Edge Private Wealth Management first reported a position in EXG in Q4 2023 and has held it in 11 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Atlantic Edge Private Wealth Management held 900 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $8.83K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #437 holding.
Atlantic Edge Private Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and has held it in 11 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 Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.