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

Farther Finance 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
Q3 		$498K Sell
52,929
-30
-0.1% -$293 ﹤0.01% 1596
2026
Q2 		$520K Sell
52,959
-60
-0.1% -$562 ﹤0.01% 1537
2026
Q1 		$469K Buy
53,019
+1,463
+3% +$13.7K ﹤0.01% 1439
2025
Q4 		$491K Buy
51,556
+2,134
+4% +$19.6K 0.01% 1320
2025
Q3 		$450K Buy
49,422
+3,331
+7% +$29.5K 0.01% 1134
2025
Q2 		$403K Buy
46,091
+8,959
+24% +$74.1K 0.01% 1012
2025
Q1 		$302K Buy
37,132
+967
+3% +$8.09K 0.01% 1032
2024
Q4 		$295K Buy
36,165
+6,285
+21% +$53.1K 0.01% 813
2024
Q3 		$261K Hold
29,880
– – 0.01% 893
2024
Q2 		$252K Buy
29,880
+505
+2% +$4.14K 0.01% 741
2024
Q1 		$238K Buy
+29,375
New +$232K 0.01% 629

Other funds holding EXG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's EXG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.06% in Q3 2026, selling an estimated $293 and leaving 52,929 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Farther Finance Advisors first reported a position in EXG in Q1 2024 and has held it in 11 quarters since. The position peaked at $520K in Q2 2026. 13 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Farther Finance Advisors held 52,929 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $498K as of Q3 2026.
  • Farther Finance Advisors sold 30 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $293.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1596 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $520K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.