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Beacon Pointe Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Beacon Pointe Advisors’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 		$641K Buy
44,067
+504
+1% +$7.35K ﹤0.01% 1225
2026
Q1 		$601K Buy
43,563
+10,363
+31% +$153K ﹤0.01% 1219
2025
Q4 		$509K Hold
33,200
– – ﹤0.01% 1074
2025
Q3 		$528K Buy
33,200
+11,282
+51% +$178K ﹤0.01% 992
2025
Q2 		$339K Hold
21,918
– – ﹤0.01% 999
2025
Q1 		$313K Hold
21,918
– – ﹤0.01% 1012
2024
Q4 		$328K Sell
21,918
-8,282
-27% -$123K ﹤0.01% 977
2024
Q3 		$442K Hold
30,200
– – 0.01% 893
2024
Q2 		$424K Buy
30,200
+5,000
+20% +$67.5K 0.01% 931
2024
Q1 		$337K Hold
25,200
– – ﹤0.01% 1072
2023
Q4 		$307K Hold
25,200
– – ﹤0.01% 1072
2023
Q3 		$291K Buy
25,200
+2,000
+9% +$24.3K ﹤0.01% 1081
2023
Q2 		$289K Sell
23,200
-4,400
-16% -$51.7K ﹤0.01% 895
2023
Q1 		$322K Buy
27,600
+4,400
+19% +$50.8K 0.01% 913
2022
Q4 		$252K Hold
23,200
– – ﹤0.01% 922
2022
Q3 		$252K Hold
23,200
– – 0.01% 846
2022
Q2 		$263K Buy
23,200
+3,000
+15% +$37.2K 0.01% 875
2022
Q1 		$282K Buy
20,200
+8,000
+66% +$112K ﹤0.01% 1004
2021
Q4 		$184K Buy
12,200
+2,000
+20% +$29.2K ﹤0.01% 888
2021
Q3 		$142K Sell
10,200
-10,200
-50% -$146K ﹤0.01% 874
2021
Q2 		$287K Buy
+20,400
New +$277K 0.01% 666

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Pointe Advisors's ETY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.2% in Q2 2026, buying an estimated $7.35K and bringing the position to 44,067 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Beacon Pointe Advisors first reported a position in ETY in Q2 2021 and has held it in 21 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Beacon Pointe Advisors held 44,067 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $641K as of Q2 2026.
  • Beacon Pointe Advisors bought 504 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $7.35K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1225 holding.
  • Beacon Pointe Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2021 and has held it in 21 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.