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

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Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return