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

CIBC Private Wealth Group’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
2025
Q4 		$85K Buy
8,920
+102
+1% +$938 ﹤0.01% 1591
2025
Q3 		$80.2K Buy
8,818
+103
+1% +$913 ﹤0.01% 1595
2025
Q2 		$76.3K Buy
8,715
+107
+1% +$886 ﹤0.01% 1511
2025
Q1 		$61.9K Buy
8,608
+105
+1% +$879 ﹤0.01% 1556
2024
Q4 		$70.4K Buy
8,503
+103
+1% +$870 ﹤0.01% 1553
2024
Q3 		$73.3K Sell
8,400
-3,002
-26% -$25.2K ﹤0.01% 1629
2024
Q2 		$97.1K Buy
11,402
+3,200
+39% +$26.2K ﹤0.01% 1409
2024
Q1 		$66.4K Buy
+8,202
New +$64.7K ﹤0.01% 1550
2022
Q4 		– Sell
-29,747
Closed -$216K – 878
2022
Q3 		$216K Buy
29,747
+121
+0.4% +$1.01K ﹤0.01% 852
2022
Q2 		$228K Buy
29,626
+102
+0.3% +$880 ﹤0.01% 859
2022
Q1 		$287K Buy
29,524
+98
+0.3% +$948 ﹤0.01% 859
2021
Q4 		$314K Buy
29,426
+91
+0.3% +$949 ﹤0.01% 866
2021
Q3 		$293K Buy
29,335
+83
+0.3% +$865 ﹤0.01% 824
2021
Q2 		$298K Buy
29,252
+83
+0.3% +$818 ﹤0.01% 896
2021
Q1 		$271K Buy
29,169
+91
+0.3% +$817 ﹤0.01% 927
2020
Q4 		$255K Buy
+29,078
New +$235K ﹤0.01% 900
2018
Q3 		– Sell
-6,431
Closed -$60K – 1193
2018
Q2 		$60K Buy
6,431
+120
+2% +$1.11K ﹤0.01% 1130
2018
Q1 		$58K Buy
6,311
+116
+2% +$1.08K ﹤0.01% 1123
2017
Q4 		$58K Buy
+6,195
New +$57.9K ﹤0.01% 1137

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.2% in Q4 2025, buying an estimated $938 and bringing the position to 8,920 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

CIBC Private Wealth Group first reported a position in EXG in Q4 2017 and has held it in 19 quarters since. The position peaked at $314K in Q4 2021. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

  • CIBC Private Wealth Group held 8,920 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $85K as of Q4 2025.
  • CIBC Private Wealth Group bought 102 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $938.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1591 holding.
  • CIBC Private Wealth Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $314K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

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