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 Q2	$209K	Hold	21,260	–	–	0.01%	363
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 $1.89T 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

Beaumont Financial Advisors's EXG Position: Q2 2026 in Review

Beaumont Financial Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 21,260 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #363.

Beaumont Financial Advisors first reported a position in EXG in Q2 2013 and has held it in 9 quarters since. The position peaked at $349K in Q2 2014. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Beaumont Financial Advisors held 21,260 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $209K as of Q2 2026.
Beaumont Financial Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #363 holding.
Beaumont Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2013 and has held it in 9 quarters since.
Beaumont Financial Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $349K in Q2 2014.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.