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

Everstar 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	$140K	Hold	16,955	–	–	0.07%	195
2026 Q1	$139K	Sell	16,955 -2,831	-14%	-$24.5K	0.07%	179
2025 Q4	$218K	Buy	19,786 +2,831	+17%	+$25K	0.12%	166
2025 Q3	$152K	Hold	16,955	–	–	0.09%	179
2025 Q2	$153K	Hold	16,955	–	–	0.09%	183
2025 Q1	$143K	Sell	16,955 -14,100	-45%	-$127K	0.1%	173
2024 Q4	$289K	Hold	31,055	–	–	0.2%	133
2024 Q3	$286K	Buy	+31,055	New	+$277K	0.2%	141

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

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

Everstar Asset Management held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 16,955 shares worth $140K. The position accounts for 0.07% of the portfolio, ranked #195.

Everstar Asset Management first reported a position in ETJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $289K in Q4 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Everstar Asset Management held 16,955 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $140K as of Q2 2026.
Everstar Asset Management left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.07% of Everstar Asset Management's portfolio in Q2 2026, its #195 holding.
Everstar Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $289K in Q4 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

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