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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return