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

Beacon Pointe Advisors’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 Q2	$613K	Buy	+62,497	New	+$586K	﹤0.01%	1243
2026 Q1	–	Sell	-12,117	Closed	-$115K	–	1857
2025 Q4	$115K	Sell	12,117 -25	-0.2%	-$230	﹤0.01%	1466
2025 Q3	$110K	Buy	+12,142	New	+$108K	﹤0.01%	1352
2024 Q2	–	Sell	-11,467	Closed	-$93.6K	–	1309
2024 Q1	$93.6K	Hold	11,467	–	–	﹤0.01%	1310
2023 Q4	$88.5K	Sell	11,467 -5,430	-32%	-$40.3K	﹤0.01%	1281
2023 Q3	$125K	Buy	16,897 +5,842	+53%	+$45.5K	﹤0.01%	1267
2023 Q2	$87.6K	Buy	+11,055	New	+$86.4K	﹤0.01%	1056
2023 Q1	–	Sell	-10,825	Closed	-$81.7K	–	1166
2022 Q4	$81.7K	Buy	+10,825	New	+$82.9K	﹤0.01%	1028
2022 Q2	–	Sell	-12,955	Closed	-$126K	–	1098
2022 Q1	$126K	Buy	+12,955	New	+$125K	﹤0.01%	1150
2019 Q1	–	Sell	-20,200	Closed	-$151K	–	180
2018 Q4	$151K	Buy	+20,200	New	+$172K	0.09%	157

Other funds holding EXG

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

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

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

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

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

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

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

AAM

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Beacon Pointe Advisors opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 62,497 shares worth $613K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in EXG as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in EXG in Q4 2018 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Beacon Pointe Advisors held 62,497 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $613K as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Beacon Pointe Advisors position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1243 holding.
Beacon Pointe Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2018 and has held it in 10 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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