Financial Consulate’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Financial Consulate’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 Q2	$2.94K	Hold	300	–	–	﹤0.01%	954
2026 Q1	$2.6K	Hold	300	–	–	﹤0.01%	931
2025 Q4	$2.86K	Hold	300	–	–	﹤0.01%	834
2025 Q3	$2.73K	Buy	+300	New	+$2.66K	﹤0.01%	746

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Financial Consulate's EXG Position: Q2 2026 in Review

Financial Consulate held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 300 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Financial Consulate first reported a position in EXG in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Financial Consulate held 300 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $2.94K as of Q2 2026.
Financial Consulate left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #954 holding.
Financial Consulate first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.