Beacon Investment Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Beacon Investment Advisory Services’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	–	Sell	-10,000	Closed	-$138K	–	820
2026 Q1	$138K	Buy	+10,000	New	+$148K	0.01%	290
2025 Q4	–	Sell	-10,000	Closed	-$159K	–	265
2025 Q3	$159K	Hold	10,000	–	–	0.01%	249
2025 Q2	$155K	Hold	10,000	–	–	0.01%	243
2025 Q1	$143K	Hold	10,000	–	–	0.01%	232
2024 Q4	$150K	Hold	10,000	–	–	0.01%	245
2024 Q3	$147K	Hold	10,000	–	–	0.01%	250
2024 Q2	$141K	Hold	10,000	–	–	0.01%	256
2024 Q1	$134K	Buy	+10,000	New	+$127K	0.01%	261

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Beacon Investment Advisory Services's ETY Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 10,000 shares — an estimated $138K sold.

Beacon Investment Advisory Services first reported a position in ETY in Q1 2024 and held it in 8 quarters. The position peaked at $159K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Beacon Investment Advisory Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Beacon Investment Advisory Services sold 10,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $138K.
Beacon Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and held it in 8 quarters.
Beacon Investment Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $159K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.