CPG
EXG icon

Cornerstone Planning Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Cornerstone Planning Group’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 		$27.9K Buy
2,883
+38
+1% +$356 ﹤0.01% 570
2026
Q1 		$26.8K Buy
2,845
+80
+3% +$751 ﹤0.01% 578
2025
Q4 		$26.7K Buy
2,765
+57
+2% +$524 ﹤0.01% 515
2025
Q3 		$24.8K Buy
2,708
+39
+1% +$346 ﹤0.01% 513
2025
Q2 		$23.2K Buy
2,669
+81
+3% +$670 ﹤0.01% 384
2025
Q1 		$20.2K Buy
2,588
+61
+2% +$510 ﹤0.01% 410
2024
Q4 		$21.4K Buy
2,527
+58
+2% +$490 0.01% 301
2024
Q3 		$20.8K Buy
2,469
+19
+0.8% +$160 0.01% 296
2024
Q2 		$19.3K Buy
+2,450
New +$20.1K 0.01% 319

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Cornerstone Planning Group's EXG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.3% in Q2 2026, buying an estimated $356 and bringing the position to 2,883 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Cornerstone Planning Group first reported a position in EXG in Q2 2024 and has held it in 9 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Cornerstone Planning Group held 2,883 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $27.9K as of Q2 2026.
  • Cornerstone Planning Group bought 38 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $356.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #570 holding.
  • Cornerstone Planning Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and has held it in 9 quarters since.
  • 297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.