Focus Partners Wealth
ETY icon

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
Q2 		$368K Sell
25,316
-12,893
-34% -$188K ﹤0.01% 2148
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth's ETY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 34% in Q2 2026, selling an estimated $188K and leaving 25,316 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Focus Partners Wealth first reported a position in ETY in Q3 2024 and has held it in 5 quarters since. The position peaked at $595K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Focus Partners Wealth held 25,316 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $368K as of Q2 2026.
  • Focus Partners Wealth sold 12,893 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $188K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2148 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 5 quarters since.
  • Focus Partners Wealth's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $595K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.