Benjamin Edwards Inc’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Benjamin Edwards Inc’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	$333K	Buy	33,937 +1,784	+6%	+$16.7K	﹤0.01%	1193
2026 Q1	$278K	Sell	32,153 -187	-0.6%	-$1.76K	﹤0.01%	1192
2025 Q4	$308K	Sell	32,340 -210	-0.6%	-$1.93K	﹤0.01%	1097
2025 Q3	$296K	Sell	32,550 -310	-0.9%	-$2.75K	﹤0.01%	1105
2025 Q2	$288K	Buy	32,860 +2,230	+7%	+$18.5K	﹤0.01%	1005
2025 Q1	$249K	Sell	30,630 -1,335	-4%	-$11.2K	﹤0.01%	983
2024 Q4	$261K	Buy	31,965 +880	+3%	+$7.43K	﹤0.01%	1010
2024 Q3	$271K	Buy	+31,085	New	+$261K	﹤0.01%	982

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

Benjamin Edwards Inc's EXG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 5.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 33,937 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Benjamin Edwards Inc first reported a position in EXG in Q3 2024 and has held it in 8 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Benjamin Edwards Inc held 33,937 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $333K as of Q2 2026.
Benjamin Edwards Inc bought 1,784 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $16.7K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1193 holding.
Benjamin Edwards Inc first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.