David J. Yvars Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

David J. Yvars 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	$535K	Sell	55,071 -7,860	-12%	-$73.7K	0.25%	51
2026 Q1	$533K	Buy	62,931 +370	+0.6%	+$3.47K	0.3%	45
2025 Q4	$594K	Buy	62,561 +7,249	+13%	+$66.7K	0.32%	41
2025 Q3	$501K	Sell	55,312 -177	-0.3%	-$1.57K	0.27%	45
2025 Q2	$485K	Buy	55,489 +3,805	+7%	+$31.5K	0.28%	43
2025 Q1	$421K	Buy	51,684 +1,507	+3%	+$12.6K	0.33%	36
2024 Q4	$410K	Buy	50,177 +195	+0.4%	+$1.65K	0.25%	51
2024 Q3	$433K	Buy	49,982 +194	+0.4%	+$1.63K	0.27%	44
2024 Q2	$421K	Buy	49,788 +183	+0.4%	+$1.5K	0.26%	47
2024 Q1	$403K	Buy	49,605 +166	+0.3%	+$1.31K	0.27%	47
2023 Q4	$383K	Sell	49,439 -9,964	-17%	-$74K	0.31%	42
2023 Q3	$436K	Sell	59,403 -7,846	-12%	-$61.1K	0.36%	38
2023 Q2	$532K	Buy	67,249 +365	+0.5%	+$2.85K	0.44%	36
2023 Q1	$519K	Buy	66,884 +4,055	+6%	+$31.3K	0.47%	38
2022 Q4	$471K	Buy	62,829 +301	+0.5%	+$2.3K	0.59%	29
2022 Q3	$455K	Buy	62,528 +5,453	+10%	+$45.4K	0.51%	32
2022 Q2	$444K	Buy	57,075 +1,909	+3%	+$16.5K	0.6%	30
2022 Q1	$538K	Sell	55,166 -13,998	-20%	-$135K	0.37%	36
2021 Q4	$733K	Sell	69,164 -14,010	-17%	-$146K	0.45%	29
2021 Q3	$834K	Buy	83,174 +99	+0.1%	+$1.03K	0.49%	33
2021 Q2	$847K	Buy	83,075 +93	+0.1%	+$916	0.48%	34
2021 Q1	$764K	Buy	82,982 +13,202	+19%	+$119K	0.49%	33
2020 Q4	$611K	Buy	+69,780	New	+$565K	0.41%	34

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

David J. Yvars Group's EXG Position: Q2 2026 in Review

David J. Yvars Group reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 12% in Q2 2026, selling an estimated $73.7K and leaving 55,071 shares worth $535K. The position accounts for 0.25% of the portfolio, ranked #51.

David J. Yvars Group first reported a position in EXG in Q4 2020 and has held it in 23 quarters since. The position peaked at $847K in Q2 2021. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

David J. Yvars Group held 55,071 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $535K as of Q2 2026.
David J. Yvars Group sold 7,860 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $73.7K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.25% of David J. Yvars Group's portfolio in Q2 2026, its #51 holding.
David J. Yvars Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
David J. Yvars Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $847K in Q2 2021.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.