Burford Brothers’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Burford Brothers’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	$311K	Hold	21,400	–	–	0.11%	135
2026 Q1	$295K	Hold	21,400	–	–	0.12%	136
2025 Q4	$328K	Hold	21,400	–	–	0.14%	129
2025 Q3	$340K	Hold	21,400	–	–	0.15%	120
2025 Q2	$331K	Hold	21,400	–	–	0.15%	121
2025 Q1	$305K	Hold	21,400	–	–	0.15%	122
2024 Q4	$320K	Hold	21,400	–	–	0.16%	121
2024 Q3	$314K	Sell	21,400 -1,200	-5%	-$16.9K	0.16%	124
2024 Q2	$318K	Hold	22,600	–	–	0.18%	115
2024 Q1	$302K	Hold	22,600	–	–	0.2%	122
2023 Q4	$275K	Buy	+22,600	New	+$262K	0.19%	123

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

Burford Brothers's ETY Position: Q2 2026 in Review

Burford Brothers held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 21,400 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #135.

Burford Brothers first reported a position in ETY in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Burford Brothers held 21,400 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $311K as of Q2 2026.
Burford Brothers left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.11% of Burford Brothers's portfolio in Q2 2026, its #135 holding.
Burford Brothers first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $340K 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 Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.