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

Avior 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
2025 Q1	–	Sell	-4,524	Closed	-$37K	–	1255
2024 Q4	$37K	Hold	4,524	–	–	﹤0.01%	1241
2024 Q3	$39.4K	Sell	4,524 -177	-4%	-$1.49K	﹤0.01%	1204
2024 Q2	$39.7K	Hold	4,701	–	–	﹤0.01%	1187
2024 Q1	$38.4K	Hold	4,701	–	–	﹤0.01%	1334
2023 Q4	$36.3K	Buy	4,701 +354	+8%	+$2.63K	﹤0.01%	790
2023 Q3	$32K	Hold	4,347	–	–	﹤0.01%	857
2023 Q2	$34.4K	Hold	4,347	–	–	﹤0.01%	839
2023 Q1	$34K	Hold	4,347	–	–	﹤0.01%	856
2022 Q4	$32.8K	Hold	4,347	–	–	﹤0.01%	687
2022 Q3	$31K	Hold	4,347	–	–	﹤0.01%	676
2022 Q2	$33K	Hold	4,347	–	–	﹤0.01%	628
2022 Q1	$42K	Buy	+4,347	New	+$42.1K	﹤0.01%	619

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

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

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

KIM

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

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

1CP

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

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

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

Avior Wealth Management's EXG Position: Q1 2025 in Review

Avior Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2025, closing a stake of 4,524 shares — an estimated $37K sold.

Avior Wealth Management first reported a position in EXG in Q1 2022 and held it in 12 quarters. The position peaked at $42K in Q1 2022. 257 funds tracked by Wall St. Rank hold EXG as of Q1 2025.

Avior Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4,524 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2025, an estimated $37K.
Avior Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and held it in 12 quarters.
Avior Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $42K in Q1 2022.
257 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.