Focus Partners Wealth’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Focus Partners Wealth’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$527K	Sell	38,209 -592	-2%	-$8.74K	﹤0.01%	1902
2025 Q4	$595K	Buy	+38,801	New	+$602K	﹤0.01%	1877
2025 Q1	–	Sell	-10,117	Closed	-$151K	–	1949
2024 Q4	$151K	Sell	10,117 -364	-3%	-$5.42K	﹤0.01%	1761
2024 Q3	$154K	Buy	+10,481	New	+$147K	﹤0.01%	1486

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth's ETY Position: Q1 2026 in Review

Focus Partners Wealth reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.5% in Q1 2026, selling an estimated $8.74K and leaving 38,209 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Focus Partners Wealth first reported a position in ETY in Q3 2024 and has held it in 4 quarters since. The position peaked at $595K in Q4 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Focus Partners Wealth held 38,209 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $527K as of Q1 2026.
Focus Partners Wealth sold 592 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $8.74K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1902 holding.
Focus Partners Wealth first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 4 quarters since.
Focus Partners Wealth's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $595K in Q4 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.