Envestnet Asset Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Envestnet Asset Management’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120K	Buy	+14,455	New	+$121K	﹤0.01%	4726
2021 Q1	–	Sell	-39,593	Closed	-$411K	–	3526
2020 Q4	$411K	Buy	39,593 +745	+2%	+$7.47K	﹤0.01%	2758
2020 Q3	$372K	Sell	38,848 -13,254	-25%	-$132K	﹤0.01%	2626
2020 Q2	$498K	Buy	+52,102	New	+$479K	﹤0.01%	2430
2019 Q4	–	Sell	-62,429	Closed	-$577K	–	3102
2019 Q3	$577K	Buy	62,429 +676	+1%	+$6.35K	﹤0.01%	2282
2019 Q2	$580K	Buy	61,753 +9,205	+18%	+$86.3K	﹤0.01%	2303
2019 Q1	$483K	Buy	+52,548	New	+$461K	﹤0.01%	2366
2016 Q2	–	Sell	-3,159	Closed	-$30K	–	3091
2016 Q1	$30K	Buy	3,159 +188	+6%	+$1.78K	﹤0.01%	2880
2015 Q4	$30K	Buy	2,971 +808	+37%	+$8.19K	﹤0.01%	2814
2015 Q3	$21K	Buy	+2,163	New	+$22.6K	﹤0.01%	2907
2015 Q1	–	Sell	-1,538	Closed	-$16K	–	2139
2014 Q4	$16K	Buy	+1,538	New	+$17.5K	﹤0.01%	1820
2014 Q2	–	Sell	-500	Closed	-$6K	–	2728
2014 Q1	$6K	Buy	+500	New	+$5.71K	﹤0.01%	2042

Other funds holding ETJ

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Envestnet Asset Management's ETJ Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 14,455 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #4726 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in ETJ as recently as Q4 2020.

Envestnet Asset Management first reported a position in ETJ in Q1 2014 and has held it in 12 quarters since. The position peaked at $580K in Q2 2019. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Envestnet Asset Management held 14,455 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $120K as of Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Envestnet Asset Management position in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4726 holding.
Envestnet Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and has held it in 12 quarters since.
Envestnet Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $580K in Q2 2019.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.