Foundations Investment Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Foundations Investment Advisors’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	$110K	Buy	+11,212	New	+$105K	﹤0.01%	1178
2019 Q2	–	Sell	-20,318	Closed	-$165K	–	122
2019 Q1	$165K	Hold	20,318	–	–	0.03%	94
2018 Q4	$161K	Sell	20,318 -8,249	-29%	-$70.2K	0.03%	100
2018 Q3	$271K	Hold	28,567	–	–	0.07%	82
2018 Q2	$266K	Buy	+28,567	New	+$265K	0.07%	74

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Foundations Investment Advisors's EXG Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 11,212 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in EXG as recently as Q1 2019.

Foundations Investment Advisors first reported a position in EXG in Q2 2018 and has held it in 5 quarters since. The position peaked at $271K in Q3 2018. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Foundations Investment Advisors held 11,212 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $110K as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Foundations Investment Advisors position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1178 holding.
Foundations Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2018 and has held it in 5 quarters since.
Foundations Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $271K in Q3 2018.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.