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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return