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Bartlett & Co Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Bartlett & Co Wealth Management’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 		$29.1K Buy
+2,000
New +$29.2K ﹤0.01% 831
2020
Q1 		– Sell
-4,724
Closed -$59.1K – 856
2019
Q4 		$59.1K Buy
+4,724
New +$57.5K ﹤0.01% 499

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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SHFG
S Harris Financial Group San Antonio, Texas $129M AUM
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Bartlett & Co Wealth Management's ETY Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 2,000 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in ETY as recently as Q4 2019.

Bartlett & Co Wealth Management first reported a position in ETY in Q4 2019 and has held it in 2 quarters since. The position peaked at $59.1K in Q4 2019. 58 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,000 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $29.1K as of Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #831 holding.
  • Bartlett & Co Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $59.1K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.