CWP
ETG

Concord Wealth Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Concord Wealth Partners’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
Q2 		$3.53K Buy
+150
New +$3.36K ﹤0.01% 699

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concord Wealth Partners's ETG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 150 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Concord Wealth Partners held 150 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $3.53K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Concord Wealth Partners position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #699 holding.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.