Badgley Phelps Wealth Managers’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Badgley Phelps Wealth Managers’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 Q1	–	Sell	-10,279	Closed	-$98K	–	330
2025 Q4	$98K	Buy	+10,279	New	+$94.5K	﹤0.01%	324
2025 Q3	–	Sell	-10,896	Closed	-$95.3K	–	298
2025 Q2	$95.3K	Hold	10,896	–	–	﹤0.01%	293
2025 Q1	$88.7K	Hold	10,896	–	–	﹤0.01%	296
2024 Q4	$89K	Hold	10,896	–	–	﹤0.01%	286
2024 Q3	$95K	Hold	10,896	–	–	﹤0.01%	289
2024 Q2	$92.1K	Hold	10,896	–	–	﹤0.01%	253
2024 Q1	$88.9K	Hold	10,896	–	–	﹤0.01%	250
2023 Q4	$84.1K	Buy	+10,896	New	+$81K	﹤0.01%	241
2022 Q1	–	Sell	-15,796	Closed	-$169K	–	217
2021 Q4	$169K	Hold	15,796	–	–	0.01%	217
2021 Q3	$158K	Buy	+15,796	New	+$165K	0.01%	205

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Badgley Phelps Wealth Managers's EXG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 10,279 shares — an estimated $98K sold.

Badgley Phelps Wealth Managers first reported a position in EXG in Q3 2021 and held it in 10 quarters. The position peaked at $169K in Q4 2021. 296 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Badgley Phelps Wealth Managers reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 10,279 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $98K.
Badgley Phelps Wealth Managers first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2021 and held it in 10 quarters.
Badgley Phelps Wealth Managers's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $169K in Q4 2021.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.