EPW
BOE icon

Evolve Private Wealth’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Evolve Private Wealth’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
97,592
-4,674
-5% -$55K 0.07% 241
2026
Q1 		$1.12M Buy
102,266
+3,640
+4% +$42.5K 0.06% 303
2025
Q4 		$1.15M Buy
+98,626
New +$1.14M 0.07% 261

Other funds holding BOE

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Evolve Private Wealth's BOE Position: Q2 2026 in Review

Evolve Private Wealth reduced its BlackRock Enhanced Global Dividend Trust (BOE) stake by 4.6% in Q2 2026, selling an estimated $55K and leaving 97,592 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #241.

Evolve Private Wealth first reported a position in BOE in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

  • Evolve Private Wealth held 97,592 shares of BlackRock Enhanced Global Dividend Trust worth $1.18M as of Q2 2026.
  • Evolve Private Wealth sold 4,674 BlackRock Enhanced Global Dividend Trust shares in Q2 2026, an estimated $55K.
  • BlackRock Enhanced Global Dividend Trust made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #241 holding.
  • Evolve Private Wealth first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.