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

Clearstead Advisors’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
2026 Q2	$169K	Sell	17,268 -198,544	-92%	-$1.86M	﹤0.01%	1107
2026 Q1	$1.87M	Buy	+215,812	New	+$2.03M	0.02%	379
2025 Q1	–	Sell	-13,581	Closed	-$111K	–	2242
2024 Q4	$111K	Buy	+13,581	New	+$115K	﹤0.01%	998

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Clearstead Advisors's EXG Position: Q2 2026 in Review

Clearstead Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 92% in Q2 2026, selling an estimated $1.86M and leaving 17,268 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Clearstead Advisors first reported a position in EXG in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Clearstead Advisors held 17,268 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $169K as of Q2 2026.
Clearstead Advisors sold 198,544 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $1.86M.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1107 holding.
Clearstead Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 3 quarters since.
Clearstead Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.87M in Q1 2026.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.