Brand Asset Management Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Brand Asset Management Group’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	$213K	Sell	14,667 -21,992	-60%	-$321K	0.05%	216
2026 Q1	$506K	Hold	36,659	–	–	0.13%	101
2025 Q4	$562K	Hold	36,659	–	–	0.16%	82
2025 Q3	$583K	Buy	+36,659	New	+$577K	0.16%	80
2018 Q3	–	Hold	0	–	–	–	49
2018 Q2	–	Hold	0	–	–	–	50

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

Brand Asset Management Group's ETY Position: Q2 2026 in Review

Brand Asset Management Group reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 60% in Q2 2026, selling an estimated $321K and leaving 14,667 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #216.

Brand Asset Management Group first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $583K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Brand Asset Management Group held 14,667 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $213K as of Q2 2026.
Brand Asset Management Group sold 21,992 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $321K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.05% of Brand Asset Management Group's portfolio in Q2 2026, its #216 holding.
Brand Asset Management Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Brand Asset Management Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $583K 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 Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.