Global Assets Advisory’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Global Assets Advisory’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,442	Closed	-$256K	–	245
2025 Q1	$256K	Buy	30,442 +11,092	+57%	+$99.7K	0.05%	230
2024 Q4	$179K	Buy	19,350 +5,000	+35%	+$46.5K	0.1%	145
2024 Q3	$132K	Buy	+14,350	New	+$128K	0.07%	160
2024 Q2	–	Sell	-112,725	Closed	-$13.5M	–	198
2024 Q1	$13.5M	Buy	112,725 +97,725	+652%	+$799K	0.62%	39
2023 Q4	$117K	Sell	15,000 -5,000	-25%	-$38.8K	0.15%	53
2023 Q3	$154K	Sell	20,000 -2,000	-9%	-$16.1K	0.14%	129
2023 Q2	$183K	Sell	22,000 -18,000	-45%	-$143K	0.17%	112
2023 Q1	$316K	Buy	+40,000	New	+$311K	0.32%	86

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Global Assets Advisory's ETJ Position: Q2 2025 in Review

Global Assets Advisory sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2025, closing a stake of 30,442 shares — an estimated $256K sold.

Global Assets Advisory first reported a position in ETJ in Q1 2023 and held it in 8 quarters. The position peaked at $13.5M in Q1 2024. 104 funds tracked by Wall St. Rank hold ETJ as of Q2 2025.

Global Assets Advisory reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
Global Assets Advisory sold 30,442 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $256K.
Global Assets Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and held it in 8 quarters.
Global Assets Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $13.5M in Q1 2024.
104 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Global Assets Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.