Blue Trust Inc’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Blue Trust Inc’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$13.8K	–	2521
2026 Q1	$13.8K	Hold	1,000	–	–	﹤0.01%	1752
2025 Q4	$15.3K	Hold	1,000	–	–	﹤0.01%	1750
2025 Q3	$15.9K	Buy	1,000 +200	+25%	+$3.15K	﹤0.01%	1731
2025 Q2	$12.4K	Buy	+800	New	+$11.5K	﹤0.01%	1824

Other funds holding ETY

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Blue Trust Inc's ETY Position: Q2 2026 in Review

Blue Trust Inc sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 1,000 shares — an estimated $13.8K sold.

Blue Trust Inc first reported a position in ETY in Q2 2025 and held it in 4 quarters. The position peaked at $15.9K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Blue Trust Inc reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 1,000 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $13.8K.
Blue Trust Inc first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2025 and held it in 4 quarters.
Blue Trust Inc's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $15.9K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.