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C2C Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

C2C Wealth Management’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 		$3.35M Hold
230,094
– – 2.62% 10
2026
Q1 		$3.17M Sell
230,094
-3,500
-1% -$51.7K 2.68% 10
2025
Q4 		$3.58M Hold
233,594
– – 3.02% 9
2025
Q3 		$3.71M Sell
233,594
-4,500
-2% -$70.8K 3.19% 9
2025
Q2 		$3.68M Sell
238,094
-5,300
-2% -$76K 3.34% 9
2025
Q1 		$3.47M Sell
243,394
-2,000
-0.8% -$30K 3.26% 9
2024
Q4 		$3.67M Sell
245,394
-2,000
-0.8% -$29.8K 3.4% 9
2024
Q3 		$3.59M Buy
247,394
+500
+0.2% +$7.02K 3.35% 9
2024
Q2 		$3.47M Sell
246,894
-500
-0.2% -$6.75K 3.39% 8
2024
Q1 		$3.31M Hold
247,394
– – 3.28% 9
2023
Q4 		$3M Buy
247,394
+3,000
+1% +$34.7K 2.55% 8
2023
Q3 		$2.84M Buy
244,394
+10,500
+4% +$127K 0.4% 20
2023
Q2 		$2.93M Buy
233,894
+16,000
+7% +$188K 0.39% 23
2023
Q1 		$2.51M Buy
217,894
+4,500
+2% +$52K 0.4% 26
2022
Q4 		$2.41M Sell
213,394
-2,900
-1% -$33.3K 0.42% 24
2022
Q3 		$2.5M Buy
216,294
+6,250
+3% +$77.2K 0.49% 20
2022
Q2 		$2.62M Buy
210,044
+16,210
+8% +$201K 0.48% 24
2022
Q1 		$2.64M Buy
193,834
+23,000
+13% +$321K 0.45% 29
2021
Q4 		$2.57M Buy
+170,834
New +$2.5M 0.37% 32

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

C2C Wealth Management's ETY Position: Q2 2026 in Review

C2C Wealth Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 230,094 shares worth $3.35M. The position accounts for 2.62% of the portfolio, ranked #10.

C2C Wealth Management first reported a position in ETY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q3 2025. 86 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • C2C Wealth Management held 230,094 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $3.35M as of Q2 2026.
  • C2C Wealth Management 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 2.62% of C2C Wealth Management's portfolio in Q2 2026, its #10 holding.
  • C2C Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.71M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.