Focus Partners Wealth
EXG icon

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

Focus Partners Wealth’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 		$1.18M Buy
119,926
+39,976
+50% +$375K ﹤0.01% 1584
2026
Q1 		$1.01M Sell
79,950
-36,735
-31% -$345K ﹤0.01% 1616
2025
Q4 		$1.1M Buy
116,685
+18,341
+19% +$169K ﹤0.01% 1600
2025
Q3 		$898K Buy
98,344
+29,930
+44% +$265K ﹤0.01% 1330
2025
Q2 		$599K Buy
68,414
+27,871
+69% +$231K ﹤0.01% 1343
2025
Q1 		$330K Sell
40,543
-30,811
-43% -$258K ﹤0.01% 1524
2024
Q4 		$583K Buy
71,354
+6,735
+10% +$56.9K ﹤0.01% 1261
2024
Q3 		$563K Buy
64,619
+36,879
+133% +$310K ﹤0.01% 1110
2024
Q2 		$234K Hold
27,740
– – ﹤0.01% 1125
2024
Q1 		$226K Hold
27,740
– – ﹤0.01% 899
2023
Q4 		$214K Buy
+27,740
New +$206K ﹤0.01% 744

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Focus Partners Wealth increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 50% in Q2 2026, buying an estimated $375K and bringing the position to 119,926 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Focus Partners Wealth first reported a position in EXG in Q4 2023 and has held it in 11 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Focus Partners Wealth held 119,926 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $1.18M as of Q2 2026.
  • Focus Partners Wealth bought 39,976 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $375K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1584 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and has held it in 11 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.