CFSG
ETG icon

Community Financial Services Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Community Financial Services Group’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-750
Closed -$17.6K – 543
2026
Q2 		$17.6K Hold
750
– – ﹤0.01% 322
2026
Q1 		$15.5K Buy
+750
New +$16.8K ﹤0.01% 283

Other funds holding ETG

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Community Financial Services Group's ETG Position: Q3 2026 in Review

Community Financial Services Group sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2026, closing a stake of 750 shares — an estimated $17.6K sold.

Community Financial Services Group first reported a position in ETG in Q1 2026 and held it in 2 quarters. The position peaked at $17.6K in Q2 2026. 7 funds tracked by Wall St. Rank hold ETG as of Q3 2026.

  • Community Financial Services Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
  • Community Financial Services Group sold 750 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2026, an estimated $17.6K.
  • Community Financial Services Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2026 and held it in 2 quarters.
  • Community Financial Services Group's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $17.6K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.