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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Everstar Asset Management's ETJ Position: Q1 2026 in Review

Everstar Asset Management reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 14% in Q1 2026, selling an estimated $24.5K and leaving 16,955 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #179.

Everstar Asset Management first reported a position in ETJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Everstar Asset Management held 16,955 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $139K as of Q1 2026.
Everstar Asset Management sold 2,831 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $24.5K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.07% of Everstar Asset Management's portfolio in Q1 2026, its #179 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 7 quarters since.
Everstar Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $289K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.