EWA
ETO

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

EverSource Wealth Advisors’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,342
Closed -$202K – 4320
2025
Q3 		$202K Buy
+7,342
New +$201K 0.01% 898

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2025, closing a stake of 7,342 shares — an estimated $202K sold.

EverSource Wealth Advisors first reported a position in ETO in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 70 funds tracked by Wall St. Rank hold ETO as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,342 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2025, an estimated $202K.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $202K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2025.

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