CA
ETY icon

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

CoreCap 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
Q3 		$4.33M Buy
308,271
+9,551
+3% +$137K 0.12% 158
2026
Q2 		$4.34M Sell
298,720
-1,285
-0.4% -$18.7K 0.13% 164
2026
Q1 		$4.14M Buy
300,005
+5,775
+2% +$85.3K 0.14% 157
2025
Q4 		$4.51M Sell
294,230
-20,973
-7% -$325K 0.16% 133
2025
Q3 		$5.01M Sell
315,203
-20,815
-6% -$328K 0.18% 97
2025
Q2 		$5.2M Buy
336,018
+11,230
+3% +$161K 0.21% 83
2025
Q1 		$4.63M Buy
324,788
+5,285
+2% +$79.3K 0.2% 97
2024
Q4 		$4.78M Buy
319,503
+9,040
+3% +$134K 0.22% 85
2024
Q3 		$4.55M Sell
310,463
-2,665
-0.9% -$37.4K 0.21% 91
2024
Q2 		$4.4M Buy
313,128
+620
+0.2% +$8.37K 0.46% 41
2024
Q1 		$4.18M Buy
312,508
+6,060
+2% +$77.2K 0.22% 86
2023
Q4 		$3.74M Buy
306,448
+25,995
+9% +$301K 0.24% 83
2023
Q3 		$3.24M Sell
280,453
-28,555
-9% -$346K 0.23% 87
2023
Q2 		$3.85M Buy
+309,008
New +$3.63M 0.27% 72
2022
Q4 		$3.31M Sell
305,128
-4,145
-1% -$47.6K 0.24% 76
2022
Q3 		$3.36M Buy
309,273
+6,575
+2% +$81.2K 0.28% 64
2022
Q2 		$3.43M Buy
302,698
+23,470
+8% +$291K 0.27% 67
2022
Q1 		$3.9M Buy
279,228
+6,825
+3% +$95.3K 0.27% 67
2021
Q4 		$4.1M Buy
+272,403
New +$3.98M 0.27% 66

Other funds holding ETY

DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

CoreCap Advisors's ETY Position: Q3 2026 in Review

CoreCap Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 3.2% in Q3 2026, buying an estimated $137K and bringing the position to 308,271 shares worth $4.33M. The position accounts for 0.12% of the portfolio, ranked #158.

CoreCap Advisors first reported a position in ETY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.2M in Q2 2025. 7 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

  • CoreCap Advisors held 308,271 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $4.33M as of Q3 2026.
  • CoreCap Advisors bought 9,551 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $137K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.12% of CoreCap Advisors's portfolio in Q3 2026, its #158 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $5.2M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.