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EverSource Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

EverSource Wealth Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,392
Closed -$118K – 4321
2025
Q3 		$118K Buy
+7,392
New +$116K ﹤0.01% 1196

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 7,392 shares — an estimated $118K sold.

EverSource Wealth Advisors first reported a position in ETY in Q3 2025 and held it in 1 quarter. The position peaked at $118K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,392 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $118K.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $118K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

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