EWA
ETG

EverSource Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

EverSource Wealth Advisors’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,893
Closed -$230K – 4318
2025
Q3 		$230K Buy
+10,893
New +$227K 0.01% 835

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's ETG Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2025, closing a stake of 10,893 shares — an estimated $230K sold.

EverSource Wealth Advisors first reported a position in ETG in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 127 funds tracked by Wall St. Rank hold ETG as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10,893 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2025, an estimated $230K.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $230K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.