Clearstead Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Clearstead Advisors’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 Q1	–	Sell	-15,525	Closed	-$238K	–	2441
2025 Q4	$238K	Hold	15,525	–	–	﹤0.01%	892
2025 Q3	$247K	Hold	15,525	–	–	﹤0.01%	834
2025 Q2	$240K	Buy	15,525 +2,934	+23%	+$42.1K	﹤0.01%	841
2025 Q1	$180K	Hold	12,591	–	–	﹤0.01%	859
2024 Q4	$188K	Buy	+12,591	New	+$187K	﹤0.01%	879
2022 Q1	–	Sell	-1,000	Closed	-$15K	–	1400
2021 Q4	$15K	Buy	+1,000	New	+$14.6K	﹤0.01%	874

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Advisors's ETY Position: Q1 2026 in Review

Clearstead Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 15,525 shares — an estimated $238K sold.

Clearstead Advisors first reported a position in ETY in Q4 2021 and held it in 6 quarters. The position peaked at $247K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Clearstead Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 15,525 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $238K.
Clearstead Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and held it in 6 quarters.
Clearstead Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $247K in Q3 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.