BFC Planning, Inc.’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

BFC Planning, Inc.’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	$48.4K	Buy	+3,327	New	+$48.5K	﹤0.01%	1570
2026 Q1	–	Sell	-4,540	Closed	-$69.7K	–	3101
2025 Q4	$69.7K	Buy	4,540 +1,168	+35%	+$18.1K	﹤0.01%	1230
2025 Q3	$53.6K	Hold	3,372	–	–	﹤0.01%	1158
2025 Q2	$52.2K	Hold	3,372	–	–	﹤0.01%	1108
2025 Q1	$48.1K	Hold	3,372	–	–	﹤0.01%	1124
2024 Q4	$50.4K	Buy	+3,372	New	+$50.2K	﹤0.01%	1103

Other funds holding ETY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

BFC Planning, Inc.'s ETY Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 3,327 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in ETY as recently as Q4 2025.

BFC Planning, Inc. first reported a position in ETY in Q4 2024 and has held it in 6 quarters since. The position peaked at $69.7K in Q4 2025. 212 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

BFC Planning, Inc. held 3,327 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $48.4K as of Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new BFC Planning, Inc. position in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1570 holding.
BFC Planning, Inc. first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
BFC Planning, Inc.'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $69.7K in Q4 2025.
212 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.