CIBC Private Wealth Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

CIBC Private Wealth Group’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	$37K	Hold	2,412	–	–	﹤0.01%	1914
2025 Q3	$38.3K	Hold	2,412	–	–	﹤0.01%	1904
2025 Q2	$37.3K	Hold	2,412	–	–	﹤0.01%	1777
2025 Q1	$29.5K	Buy	+2,412	New	+$36.2K	﹤0.01%	1837
2022 Q4	–	Sell	-21,003	Closed	-$228K	–	877
2022 Q3	$228K	Buy	21,003 +3	+0%	+$37	﹤0.01%	837
2022 Q2	$238K	Hold	21,000	–	–	﹤0.01%	849
2022 Q1	$293K	Hold	21,000	–	–	﹤0.01%	853
2021 Q4	$316K	Hold	21,000	–	–	﹤0.01%	863
2021 Q3	$293K	Buy	21,000 +1,000	+5%	+$14.3K	﹤0.01%	823
2021 Q2	$281K	Hold	20,000	–	–	﹤0.01%	912
2021 Q1	$255K	Hold	20,000	–	–	﹤0.01%	944
2020 Q4	$245K	Buy	+20,000	New	+$232K	﹤0.01%	911

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

CIBC Private Wealth Group's ETY Position: Q4 2025 in Review

CIBC Private Wealth Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q4 2025 at 2,412 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

CIBC Private Wealth Group first reported a position in ETY in Q4 2020 and has held it in 12 quarters since. The position peaked at $316K in Q4 2021. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

CIBC Private Wealth Group held 2,412 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $37K as of Q4 2025.
CIBC Private Wealth Group left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1914 holding.
CIBC Private Wealth Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 12 quarters since.
CIBC Private Wealth Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $316K in Q4 2021.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.