First Heartland Consultants’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

First Heartland Consultants’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	$365K	Buy	37,170 +8,568	+30%	+$80.3K	0.02%	403
2026 Q1	$248K	Buy	28,602 +104	+0.4%	+$976	0.02%	458
2025 Q4	$272K	Buy	28,498 +67	+0.2%	+$616	0.02%	446
2025 Q3	$259K	Buy	28,431 +10,180	+56%	+$90.2K	0.02%	438
2025 Q2	$160K	Hold	18,251	–	–	0.01%	495
2025 Q1	$149K	Buy	18,251 +5,425	+42%	+$45.4K	0.02%	433
2024 Q4	$105K	Buy	+12,826	New	+$108K	0.01%	439

Other funds holding EXG

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

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

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return