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

Empirical 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
2026 Q1	–	Sell	-13,680	Closed	-$130K	–	1011
2025 Q4	$130K	Sell	13,680 -550	-4%	-$5.06K	﹤0.01%	876
2025 Q3	$129K	Sell	14,230 -1,000	-7%	-$8.87K	﹤0.01%	776
2025 Q2	$133K	Buy	+15,230	New	+$126K	﹤0.01%	673

Other funds holding EXG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Empirical Wealth Management's EXG Position: Q1 2026 in Review

Empirical Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 13,680 shares — an estimated $130K sold.

Empirical Wealth Management first reported a position in EXG in Q2 2025 and held it in 3 quarters. The position peaked at $133K in Q2 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Empirical Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 13,680 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $130K.
Empirical Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2025 and held it in 3 quarters.
Empirical Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $133K in Q2 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.