Carson Wealth (CWM LLC)
ETY icon

Carson Wealth (CWM LLC)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$22.2K Sell
1,611
-172
-10% -$2.54K ﹤0.01% 4342
2025
Q4 		$27K Buy
1,783
+699
+64% +$10.8K ﹤0.01% 4000
2025
Q3 		$17K Hold
1,084
– – ﹤0.01% 4217
2025
Q2 		$17K Sell
1,084
-5,880
-84% -$84.3K ﹤0.01% 3998
2025
Q1 		$99K Sell
6,964
-2,736
-28% -$41.1K ﹤0.01% 2430
2024
Q4 		$145K Sell
9,700
-49
-0.5% -$729 ﹤0.01% 2040
2024
Q3 		$143K Sell
9,749
-40
-0.4% -$562 ﹤0.01% 1957
2024
Q2 		$138K Sell
9,789
-611
-6% -$8.24K ﹤0.01% 1782
2024
Q1 		$139K Buy
10,400
+568
+6% +$7.24K ﹤0.01% 1692
2023
Q4 		$120K Hold
9,832
– – ﹤0.01% 1645
2023
Q3 		$113K Buy
9,832
+2
+0% +$24 ﹤0.01% 1560
2023
Q2 		$122K Hold
9,830
– – ﹤0.01% 1469
2023
Q1 		$115K Buy
9,830
+330
+3% +$3.81K ﹤0.01% 1425
2022
Q4 		$103K Hold
9,500
– – ﹤0.01% 1365
2022
Q3 		$103K Sell
9,500
-342
-3% -$4.22K ﹤0.01% 1313
2022
Q2 		$112K Buy
9,842
+342
+4% +$4.24K ﹤0.01% 1271
2022
Q1 		$133K Sell
9,500
-703
-7% -$9.81K ﹤0.01% 1211
2021
Q4 		$154K Buy
+10,203
New +$149K ﹤0.01% 1129
2021
Q2 		$134K Hold
9,500
– – ﹤0.01% 1033
2021
Q1 		$134K Hold
9,500
– – ﹤0.01% 1033
2020
Q4 		$134K Hold
9,500
– – ﹤0.01% 1033
2020
Q3 		$134K Hold
9,500
– – ﹤0.01% 1033
2020
Q2 		$134K Hold
9,500
– – ﹤0.01% 1033
2020
Q1 		$134K Hold
9,500
– – ﹤0.01% 1033
2019
Q4 		$134K Hold
9,500
– – ﹤0.01% 1033
2019
Q3 		$134K Hold
9,500
– – ﹤0.01% 1033
2019
Q2 		$134K Hold
9,500
– – ﹤0.01% 1033
2019
Q1 		$134K Sell
9,500
-192,303
-95% -$2.13M ﹤0.01% 1033
2018
Q4 		$2.06M Buy
+201,803
New +$2.32M 0.05% 281

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 9.6% in Q1 2026, selling an estimated $2.54K and leaving 1,611 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Carson Wealth (CWM LLC) first reported a position in ETY in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.06M in Q4 2018. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,611 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $22.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 172 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $2.54K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4342 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.06M in Q4 2018.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.