Cerity Partners’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cerity Partners’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
2026 Q2	$187K	Hold	19,450	–	–	﹤0.01%	3066
2026 Q1	$171K	Hold	19,450	–	–	﹤0.01%	2925
2025 Q4	$179K	Hold	19,450	–	–	﹤0.01%	2662
2025 Q3	$176K	Hold	19,450	–	–	﹤0.01%	2535
2025 Q2	$168K	Buy	+19,450	New	+$160K	﹤0.01%	2397
2021 Q1	–	Sell	-47,456	Closed	-$459K	–	714
2020 Q4	$459K	Buy	+47,456	New	+$433K	0.01%	430

Other funds holding ETW

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's ETW Position: Q2 2026 in Review

Cerity Partners held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 19,450 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Cerity Partners first reported a position in ETW in Q4 2020 and has held it in 6 quarters since. The position peaked at $459K in Q4 2020. 163 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Cerity Partners held 19,450 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $187K as of Q2 2026.
Cerity Partners left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3066 holding.
Cerity Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and has held it in 6 quarters since.
Cerity Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $459K in Q4 2020.
163 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.