CWC
ETW

Carolinas Wealth Consulting’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Carolinas Wealth Consulting’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,993
Closed -$49.4K – 292
2025
Q1 		$49.4K Sell
5,993
-1
-0% -$8 0.01% 355
2024
Q4 		$50.5K Hold
5,994
– – 0.01% 359
2024
Q3 		$52K Hold
5,994
– – 0.01% 357
2024
Q2 		$49.6K Buy
5,994
+1
+0% +$8 0.01% 367
2024
Q1 		$49.1K Hold
5,993
– – 0.01% 378
2023
Q4 		$46.6K Hold
5,993
– – 0.01% 346
2023
Q3 		$42.9K Buy
5,993
+1,992
+50% +$16K 0.01% 329
2023
Q2 		$32.9K Hold
4,001
– – 0.01% 409
2023
Q1 		$32.3K Hold
4,001
– – 0.01% 421
2022
Q4 		$31K Hold
4,001
– – 0.01% 420
2022
Q3 		$30K Hold
4,001
– – 0.01% 391
2022
Q2 		$33K Hold
4,001
– – 0.01% 379
2022
Q1 		$41K Hold
4,001
– – 0.01% 376
2021
Q4 		$45K Hold
4,001
– – 0.01% 378
2021
Q3 		$43K Buy
+4,001
New +$44.4K 0.01% 365

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Carolinas Wealth Consulting's ETW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 5,993 shares — an estimated $49.4K sold.

Carolinas Wealth Consulting first reported a position in ETW in Q3 2021 and held it in 15 quarters. The position peaked at $52K in Q3 2024. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,993 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $49.4K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2021 and held it in 15 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $52K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.