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

Beaumont Financial 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	$184K	Hold	21,260	–	–	0.01%	359
2025 Q4	$203K	Buy	+21,260	New	+$196K	0.01%	360
2014 Q4	–	Sell	-33,650	Closed	-$338K	–	153
2014 Q3	$338K	Hold	33,650	–	–	0.02%	134
2014 Q2	$349K	Hold	33,650	–	–	0.02%	139
2014 Q1	$340K	Buy	33,650 +4,650	+16%	+$46.9K	0.03%	111
2013 Q4	$290K	Hold	29,000	–	–	0.02%	124
2013 Q3	$272K	Hold	29,000	–	–	0.02%	127
2013 Q2	$269K	Buy	+29,000	New	+$276K	0.02%	134

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return