CIBC Private Wealth Group
EXG icon

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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return