Financial Alternatives’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Financial Alternatives’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	$1.49M	Sell	180,120 -8,545	-5%	-$71.5K	0.73%	24
2026 Q1	$1.54M	Sell	188,665 -826	-0.4%	-$7.15K	0.83%	22
2025 Q4	$1.67M	Sell	189,491 -3,752	-2%	-$33.1K	0.97%	20
2025 Q3	$1.74M	Sell	193,243 -9,581	-5%	-$86K	1.05%	20
2025 Q2	$1.83M	Sell	202,824 -10,431	-5%	-$89.9K	1.19%	18
2025 Q1	$1.8M	Sell	213,255 -44,376	-17%	-$399K	1.29%	18
2024 Q4	$2.4M	Sell	257,631 -2,856	-1%	-$26.5K	1.69%	16
2024 Q3	$2.4M	Sell	260,487 -12,419	-5%	-$111K	1.69%	16
2024 Q2	$2.4M	Sell	272,906 -21,278	-7%	-$180K	1.8%	15
2024 Q1	$2.46M	Sell	294,184 -26,822	-8%	-$219K	1.9%	13
2023 Q4	$2.52M	Sell	321,006 -34,975	-10%	-$271K	2.13%	13
2023 Q3	$2.73M	Sell	355,981 -3,397	-0.9%	-$27.4K	2.53%	11
2023 Q2	$2.95M	Sell	359,378 -6,624	-2%	-$52.6K	2.67%	11
2023 Q1	$2.91M	Sell	366,002 -6,340	-2%	-$49.2K	2.79%	10
2022 Q4	$2.79M	Buy	+372,342	New	+$3.04M	2.77%	11

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

Financial Alternatives's ETJ Position: Q2 2026 in Review

Financial Alternatives reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.5% in Q2 2026, selling an estimated $71.5K and leaving 180,120 shares worth $1.49M. The position accounts for 0.73% of the portfolio, ranked #24.

Financial Alternatives first reported a position in ETJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.95M in Q2 2023. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Financial Alternatives held 180,120 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.49M as of Q2 2026.
Financial Alternatives sold 8,545 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $71.5K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.73% of Financial Alternatives's portfolio in Q2 2026, its #24 holding.
Financial Alternatives first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
Financial Alternatives's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.95M in Q2 2023.
121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.