Darwin Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Darwin Wealth Management’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
2024 Q4	–	Sell	-2,822	Closed	-$24.6K	–	661
2024 Q3	$24.6K	Buy	+2,822	New	+$23.7K	0.01%	291
2020 Q2	–	Sell	-8,441	Closed	-$53K	–	337
2020 Q1	$53K	Buy	+8,441	New	+$67.9K	0.02%	231
2019 Q1	–	Sell	-12,450	Closed	-$93K	–	147
2018 Q4	$93K	Buy	12,450 +150	+1%	+$1.28K	0.06%	93
2018 Q3	$117K	Hold	12,300	–	–	0.07%	123
2018 Q2	$114K	Hold	12,300	–	–	0.07%	126
2018 Q1	$112K	Hold	12,300	–	–	0.08%	123
2017 Q4	$115K	Sell	12,300 -575	-4%	-$5.37K	0.05%	157
2017 Q3	$120K	Hold	12,875	–	–	0.12%	94
2017 Q2	$118K	Hold	12,875	–	–	0.07%	129
2017 Q1	$110K	Buy	+12,875	New	+$109K	0.06%	123

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Darwin Wealth Management's EXG Position: Q4 2024 in Review

Darwin Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 2,822 shares — an estimated $24.6K sold.

Darwin Wealth Management first reported a position in EXG in Q1 2017 and held it in 10 quarters. The position peaked at $120K in Q3 2017. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

Darwin Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
Darwin Wealth Management sold 2,822 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $24.6K.
Darwin Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2017 and held it in 10 quarters.
Darwin Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $120K in Q3 2017.
276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.