Cohen Klingenstein’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cohen Klingenstein’s Portfolio ETW Stock Details ETW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Hold	114,690	–	–	0.03%	153
2026 Q1	$1.01M	Hold	114,690	–	–	0.03%	157
2025 Q4	$1.06M	Sell	114,690 -31,270	-21%	-$284K	0.03%	153
2025 Q3	$1.32M	Hold	145,960	–	–	0.04%	147
2025 Q2	$1.26M	Hold	145,960	–	–	0.04%	149
2025 Q1	$1.2M	Hold	145,960	–	–	0.04%	147
2024 Q4	$1.23M	Hold	145,960	–	–	0.04%	151
2024 Q3	$1.27M	Hold	145,960	–	–	0.04%	158
2024 Q2	$1.21M	Hold	145,960	–	–	0.04%	158
2024 Q1	$1.2M	Hold	145,960	–	–	0.04%	158
2023 Q4	$1.13M	Sell	145,960 -88,906	-38%	-$673K	0.05%	157
2023 Q3	$1.79M	Hold	234,866	–	–	0.08%	125
2023 Q2	$1.93M	Hold	234,866	–	–	0.08%	121
2023 Q1	$1.9M	Hold	234,866	–	–	0.09%	118
2022 Q4	$1.82M	Hold	234,866	–	–	0.09%	126
2022 Q3	$1.78M	Hold	234,866	–	–	0.09%	115
2022 Q2	$1.95M	Hold	234,866	–	–	0.1%	114
2022 Q1	$2.4M	Hold	234,866	–	–	0.1%	117
2021 Q4	$2.63M	Hold	234,866	–	–	0.1%	109
2021 Q3	$2.54M	Hold	234,866	–	–	0.11%	115
2021 Q2	$2.56M	Hold	234,866	–	–	0.11%	118
2021 Q1	$2.42M	Hold	234,866	–	–	0.11%	119
2020 Q4	$2.27M	Hold	234,866	–	–	0.11%	117
2020 Q3	$2.01M	Hold	234,866	–	–	0.11%	118
2020 Q2	$2.03M	Hold	234,866	–	–	0.12%	114
2020 Q1	$1.75M	Hold	234,866	–	–	0.13%	116
2019 Q4	$2.44M	Sell	234,866 -13,130	-5%	-$132K	0.14%	115
2019 Q3	$2.4M	Hold	247,996	–	–	0.15%	114
2019 Q2	$2.43M	Hold	247,996	–	–	0.17%	100
2019 Q1	$2.42M	Hold	247,996	–	–	0.17%	85
2018 Q4	$2.36M	Hold	247,996	–	–	0.36%	52
2018 Q3	$2.98M	Hold	247,996	–	–	0.38%	45
2018 Q2	$2.93M	Hold	247,996	–	–	0.4%	42
2018 Q1	$2.86M	Hold	247,996	–	–	0.41%	47
2017 Q4	$2.96M	Hold	247,996	–	–	0.42%	47
2017 Q3	$2.94M	Hold	247,996	–	–	0.44%	42
2017 Q2	$2.82M	Hold	247,996	–	–	0.44%	41
2017 Q1	$2.71M	Hold	247,996	–	–	0.43%	41
2016 Q4	$2.5M	Hold	247,996	–	–	0.43%	42
2016 Q3	$2.73M	Hold	247,996	–	–	0.47%	36
2016 Q2	$2.58M	Hold	247,996	–	–	0.47%	34
2016 Q1	$2.61M	Hold	247,996	–	–	0.49%	33
2015 Q4	$2.79M	Hold	247,996	–	–	0.52%	32
2015 Q3	$2.65M	Hold	247,996	–	–	0.52%	33
2015 Q2	$2.93M	Hold	247,996	–	–	0.53%	33
2015 Q1	$2.94M	Hold	247,996	–	–	0.54%	32
2014 Q4	$2.73M	Hold	247,996	–	–	0.51%	33
2014 Q3	$3.01M	Hold	247,996	–	–	0.53%	31
2014 Q2	$3.16M	Hold	247,996	–	–	0.6%	27
2014 Q1	$3M	Sell	247,996 -17,300	-7%	-$207K	0.6%	29
2013 Q4	$3.21M	Hold	265,296	–	–	0.64%	28
2013 Q3	$3.01M	Sell	265,296 -10,900	-4%	-$124K	0.66%	28
2013 Q2	$3.07M	Buy	+276,196	New	+$3.13M	0.71%	28

Other funds holding ETW

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cohen Klingenstein's ETW Position: Q2 2026 in Review

Cohen Klingenstein held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 114,690 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #153.

Cohen Klingenstein first reported a position in ETW in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.21M in Q4 2013. 65 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Cohen Klingenstein held 114,690 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $1.11M as of Q2 2026.
Cohen Klingenstein left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.03% of Cohen Klingenstein's portfolio in Q2 2026, its #153 holding.
Cohen Klingenstein first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 53 quarters since.
Cohen Klingenstein's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $3.21M in Q4 2013.
65 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.