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

Carson Wealth (CWM LLC)’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.9K	Buy	5,301 +4,314	+437%	+$40.5K	﹤0.01%	3881
2025 Q4	$9K	Buy	+987	New	+$9.08K	﹤0.01%	4596
2022 Q3	–	Sell	-468	Closed	-$4K	–	3984
2022 Q2	$4K	Buy	468 +233	+99%	+$2.01K	﹤0.01%	3074
2022 Q1	$2K	Sell	235 -21,561	-99%	-$209K	﹤0.01%	3163
2021 Q4	$233K	Buy	+21,796	New	+$227K	﹤0.01%	961
2021 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2021 Q1	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q4	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q3	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q1	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q4	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q3	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q1	$37K	Sell	3,620 -149,200	-98%	-$1.18M	﹤0.01%	1528
2018 Q4	$1.14M	Buy	152,820 +152,470	+43,563%	+$1.3M	0.03%	366
2018 Q3	$3K	Buy	+350	New	+$3.35K	﹤0.01%	1451

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 437% in Q1 2026, buying an estimated $40.5K and bringing the position to 5,301 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

Carson Wealth (CWM LLC) first reported a position in EXG in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2018. 296 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Carson Wealth (CWM LLC) held 5,301 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $45.9K as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,314 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $40.5K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3881 holding.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2018 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.14M in Q4 2018.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

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