Garton & Associates Financial Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Garton & Associates Financial 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 Q1	–	Sell	-2,620	Closed	-$25K	–	305
2025 Q4	$25K	Buy	+2,620	New	+$24.1K	0.01%	572

Other funds holding EXG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Garton & Associates Financial Advisors's EXG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 2,620 shares — an estimated $25K sold.

Garton & Associates Financial Advisors first reported a position in EXG in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 2,620 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $25K.
Garton & Associates Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $25K in Q4 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.