Cedar Mountain Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cedar Mountain Advisors’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
2025 Q4	–	Sell	-768	Closed	-$12.2K	–	776
2025 Q3	$12.2K	Hold	768	–	–	﹤0.01%	239
2025 Q2	$11.9K	Hold	768	–	–	﹤0.01%	200
2025 Q1	$11K	Hold	768	–	–	﹤0.01%	195
2024 Q4	$11.5K	Hold	768	–	–	﹤0.01%	198
2024 Q3	$11.3K	Hold	768	–	–	﹤0.01%	193
2024 Q2	$10.8K	Hold	768	–	–	﹤0.01%	187
2024 Q1	$10.3K	Hold	768	–	–	﹤0.01%	187
2023 Q4	$9.36K	Hold	768	–	–	﹤0.01%	184
2023 Q3	$8.86K	Hold	768	–	–	﹤0.01%	179
2023 Q2	$9.57K	Hold	768	–	–	﹤0.01%	170
2023 Q1	$8.96K	Hold	768	–	–	﹤0.01%	172
2022 Q4	$8.34K	Hold	768	–	–	﹤0.01%	173
2022 Q3	$8K	Hold	768	–	–	﹤0.01%	173
2022 Q2	$9K	Hold	768	–	–	﹤0.01%	167
2022 Q1	$11K	Hold	768	–	–	﹤0.01%	164
2021 Q4	$12K	Hold	768	–	–	﹤0.01%	158
2021 Q3	$11K	Hold	768	–	–	﹤0.01%	153
2021 Q2	$11K	Hold	768	–	–	﹤0.01%	160
2021 Q1	$10K	Hold	768	–	–	﹤0.01%	168
2020 Q4	$9K	Hold	768	–	–	﹤0.01%	179
2020 Q3	$8K	Hold	768	–	–	﹤0.01%	169
2020 Q2	$8K	Hold	768	–	–	﹤0.01%	161
2020 Q1	$7K	Buy	+768	New	+$8.83K	﹤0.01%	142

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Cedar Mountain Advisors's ETY Position: Q4 2025 in Review

Cedar Mountain Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 768 shares — an estimated $12.2K sold.

Cedar Mountain Advisors first reported a position in ETY in Q1 2020 and held it in 23 quarters. The position peaked at $12.2K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

Cedar Mountain Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 768 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $12.2K.
Cedar Mountain Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 23 quarters.
Cedar Mountain Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $12.2K in Q3 2025.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.