Cerity Partners
ETY icon

Cerity Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cerity Partners’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
Q2 		– Sell
-11,402
Closed -$157K – 3456
2026
Q1 		$157K Buy
11,402
+183
+2% +$2.7K ﹤0.01% 2940
2025
Q4 		$172K Sell
11,219
-17,734
-61% -$275K ﹤0.01% 2673
2025
Q3 		$460K Buy
28,953
+161
+0.6% +$2.54K ﹤0.01% 2028
2025
Q2 		$445K Buy
28,792
+7,944
+38% +$114K ﹤0.01% 1932
2025
Q1 		$297K Sell
20,848
-1,035
-5% -$15.5K ﹤0.01% 2022
2024
Q4 		$324K Sell
21,883
-796
-4% -$11.8K ﹤0.01% 1999
2024
Q3 		$332K Buy
22,679
+10,174
+81% +$143K ﹤0.01% 1992
2024
Q2 		$176K Sell
12,505
-19,009
-60% -$256K ﹤0.01% 2049
2024
Q1 		$421K Buy
31,514
+19,009
+152% +$242K ﹤0.01% 1678
2023
Q4 		$152K Buy
+12,505
New +$145K ﹤0.01% 1752
2023
Q3 		– Sell
-19,834
Closed -$248K – 1489
2023
Q2 		$248K Buy
19,834
+1,150
+6% +$13.5K ﹤0.01% 1450
2023
Q1 		$216K Sell
18,684
-2,750
-13% -$31.8K ﹤0.01% 1676
2022
Q4 		$233K Buy
21,434
+8,242
+62% +$94.7K ﹤0.01% 1253
2022
Q3 		$143K Buy
+13,192
New +$163K ﹤0.01% 1091
2021
Q1 		– Sell
-50,775
Closed -$622K – 715
2020
Q4 		$622K Buy
50,775
+37,320
+277% +$434K 0.02% 373
2020
Q3 		$147K Sell
13,455
-47,573
-78% -$528K 0.01% 479
2020
Q2 		$658K Buy
61,028
+1,054
+2% +$10.9K 0.04% 249
2020
Q1 		$559K Buy
+59,974
New +$689K 0.04% 272

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's ETY Position: Q2 2026 in Review

Cerity Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 11,402 shares — an estimated $157K sold.

Cerity Partners first reported a position in ETY in Q1 2020 and held it in 18 quarters. The position peaked at $658K in Q2 2020. 198 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Cerity Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 11,402 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $157K.
  • Cerity Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 18 quarters.
  • Cerity Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $658K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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