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

EverSource Wealth Advisors’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 Q2	$19.2K	Hold	1,953	–	–	﹤0.01%	2455
2026 Q1	$16.9K	Hold	1,953	–	–	﹤0.01%	2610
2025 Q4	$18.6K	Hold	1,953	–	–	﹤0.01%	2432
2025 Q3	$17.8K	Sell	1,953 -300	-13%	-$2.66K	﹤0.01%	2448
2025 Q2	$19.7K	Hold	2,253	–	–	﹤0.01%	2298
2025 Q1	$18.3K	Hold	2,253	–	–	﹤0.01%	1736
2024 Q4	$18.4K	Hold	2,253	–	–	﹤0.01%	1668
2024 Q3	$19.6K	Hold	2,253	–	–	﹤0.01%	1498
2024 Q2	$19.1K	Hold	2,253	–	–	﹤0.01%	1526
2024 Q1	$18K	Hold	2,253	–	–	﹤0.01%	1412
2023 Q4	$17.4K	Hold	2,253	–	–	﹤0.01%	1300
2023 Q3	$16.6K	Sell	2,253 -32	-1%	-$249	﹤0.01%	1199
2023 Q2	$18.1K	Hold	2,285	–	–	﹤0.01%	1191
2023 Q1	$17.8K	Buy	2,285 +1,185	+108%	+$9.16K	﹤0.01%	1120
2022 Q4	$8.3K	Buy	+1,100	New	+$8.42K	﹤0.01%	1401

Other funds holding EXG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

EverSource Wealth Advisors's EXG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 1,953 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

EverSource Wealth Advisors first reported a position in EXG in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.7K in Q2 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

EverSource Wealth Advisors held 1,953 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $19.2K as of Q2 2026.
EverSource Wealth Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2455 holding.
EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $19.7K in Q2 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.