Decision Investments’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Decision Investments’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	$194K	Sell	19,744 -120	-0.6%	-$1.13K	0.18%	118
2026 Q1	$172K	Sell	19,864 -2,856	-13%	-$26.8K	0.2%	105
2025 Q4	$217K	Buy	+22,720	New	+$209K	0.24%	86

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

Decision Investments's EXG Position: Q2 2026 in Review

Decision Investments reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.6% in Q2 2026, selling an estimated $1.13K and leaving 19,744 shares worth $194K. The position accounts for 0.18% of the portfolio, ranked #118.

Decision Investments first reported a position in EXG in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Decision Investments held 19,744 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $194K as of Q2 2026.
Decision Investments sold 120 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $1.13K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.18% of Decision Investments's portfolio in Q2 2026, its #118 holding.
Decision Investments first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Decision Investments's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $217K in Q4 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Decision Investments's 13F filing for Q2 2026, filed 13 Jul 2026.