Focus Financial Network
EXG icon

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

Focus Financial Network’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 		$316K Buy
33,615
+611
+2% +$5.97K 0.01% 612
2026
Q2 		$324K Buy
33,004
+235
+0.7% +$2.2K 0.01% 594
2026
Q1 		$284K Buy
32,769
+448
+1% +$4.21K 0.01% 613
2025
Q4 		$308K Buy
32,321
+950
+3% +$8.74K 0.01% 586
2025
Q3 		$285K Buy
31,371
+1,990
+7% +$17.6K 0.01% 620
2025
Q2 		$257K Buy
29,381
+4,911
+20% +$40.6K 0.01% 618
2025
Q1 		$199K Buy
24,470
+359
+1% +$3K 0.01% 669
2024
Q4 		$197K Buy
24,111
+479
+2% +$4.05K 0.01% 651
2024
Q3 		$206K Buy
23,632
+370
+2% +$3.11K 0.01% 646
2024
Q2 		$201K Buy
23,262
+549
+2% +$4.5K 0.01% 640
2024
Q1 		$179K Buy
22,713
+575
+3% +$4.54K 0.01% 610
2023
Q4 		$171K Sell
22,138
-1,413
-6% -$10.5K 0.01% 693
2023
Q3 		$174K Buy
23,551
+150
+0.6% +$1.17K 0.01% 566
2023
Q2 		$185K Buy
23,401
+149
+0.6% +$1.17K 0.01% 568
2023
Q1 		$182K Buy
23,252
+817
+4% +$6.31K 0.01% 551
2022
Q4 		$169K Sell
22,435
-89
-0.4% -$681 0.01% 458
2022
Q3 		$163K Buy
22,524
+120
+0.5% +$999 0.01% 461
2022
Q2 		$173K Buy
22,404
+306
+1% +$2.64K 0.01% 469
2022
Q1 		$215K Buy
+22,098
New +$214K 0.02% 486
2021
Q2 		– Sell
-12,312
Closed -$115K – 406
2021
Q1 		$115K Buy
12,312
+36
+0.3% +$323 0.01% 394
2020
Q4 		$108K Sell
12,276
-717
-6% -$5.8K 0.01% 425
2020
Q3 		$95.6K Buy
12,993
+32
+0.2% +$243 0.01% 436
2020
Q2 		$95.7K Buy
12,961
+35
+0.3% +$243 0.01% 384
2020
Q1 		$82.5K Buy
12,926
+778
+6% +$6.26K 0.01% 354
2019
Q4 		$107K Buy
12,148
+26
+0.2% +$221 0.01% 402
2019
Q3 		$99.6K Sell
12,122
-1,302
-10% -$10.7K 0.01% 385
2019
Q2 		$111K Buy
13,424
+992
+8% +$8.07K 0.02% 363
2019
Q1 		$101K Buy
+12,432
New +$98.3K 0.02% 359

Other funds holding EXG

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Focus Financial Network's EXG Position: Q3 2026 in Review

Focus Financial Network increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.9% in Q3 2026, buying an estimated $5.97K and bringing the position to 33,615 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #612.

Focus Financial Network first reported a position in EXG in Q1 2019 and has held it in 28 quarters since. The position peaked at $324K in Q2 2026. 26 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Focus Financial Network held 33,615 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $316K as of Q3 2026.
  • Focus Financial Network bought 611 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $5.97K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #612 holding.
  • Focus Financial Network first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2019 and has held it in 28 quarters since.
  • Focus Financial Network's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $324K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.