Global Retirement Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Global Retirement Partners’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	$83.3K	Buy	+5,728	New	+$83.6K	﹤0.01%	2189
2025 Q4	$128K	Sell	8,329 -1,028	-11%	-$15.9K	﹤0.01%	1754
2025 Q3	$149K	Buy	9,357 +75	+0.8%	+$1.18K	﹤0.01%	1325
2025 Q2	$144K	Buy	+9,282	New	+$133K	﹤0.01%	1251
2024 Q4	$280K	Sell	18,703 -6,217	-25%	-$92.5K	0.01%	830
2024 Q3	$365K	Buy	24,920 +4,254	+21%	+$59.7K	0.01%	728
2024 Q2	$290K	Buy	20,666 +18,871	+1,051%	+$255K	0.01%	758
2024 Q1	$24K	Sell	1,795 -1,041	-37%	-$13.3K	﹤0.01%	1732
2023 Q4	$34.4K	Buy	2,836 +1,590	+128%	+$18.4K	﹤0.01%	1526
2023 Q3	$14.2K	Hold	1,246	–	–	﹤0.01%	1807
2023 Q2	$15.5K	Hold	1,246	–	–	﹤0.01%	1788
2023 Q1	$14.3K	Hold	1,246	–	–	﹤0.01%	1779
2022 Q4	$13.5K	Hold	1,246	–	–	﹤0.01%	1646
2022 Q3	$15K	Hold	1,246	–	–	﹤0.01%	1511
2022 Q2	$14K	Hold	1,246	–	–	﹤0.01%	1482
2022 Q1	$14K	Buy	+1,246	New	+$17.4K	﹤0.01%	1484
2021 Q4	–	Sell	-1,246	Closed	-$17K	–	683
2021 Q3	$17K	Hold	1,246	–	–	﹤0.01%	1252
2021 Q2	$18K	Hold	1,246	–	–	﹤0.01%	1216
2021 Q1	$16K	Hold	1,246	–	–	﹤0.01%	1167
2020 Q4	$15K	Hold	1,246	–	–	﹤0.01%	1137
2020 Q3	$14K	Hold	1,246	–	–	﹤0.01%	1041
2020 Q2	$13K	Sell	1,246 -86	-6%	-$890	﹤0.01%	1033
2020 Q1	$12K	Hold	1,332	–	–	﹤0.01%	974
2019 Q4	$17K	Hold	1,332	–	–	﹤0.01%	994
2019 Q3	$16K	Buy	1,332 +1,246	+1,449%	+$14.8K	﹤0.01%	982
2019 Q2	$1K	Hold	86	–	–	﹤0.01%	1499
2019 Q1	$1K	Hold	86	–	–	﹤0.01%	1451
2018 Q4	$1K	Buy	+86	New	+$987	﹤0.01%	1388
2018 Q3	–	Sell	-5,379	Closed	-$65K	–	1543
2018 Q2	$65K	Hold	5,379	–	–	0.02%	477
2018 Q1	$62K	Buy	+5,379	New	+$64.5K	0.02%	475

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 $445B AUM 25.58% 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

MPCG

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

Global Retirement Partners's ETY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 5,728 shares worth $83.3K. The stake represents ﹤0.01% of the portfolio and ranks #2189 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ETY as recently as Q4 2025.

Global Retirement Partners first reported a position in ETY in Q1 2018 and has held it in 30 quarters since. The position peaked at $365K in Q3 2024. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Global Retirement Partners held 5,728 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $83.3K as of Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Global Retirement Partners position in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2189 holding.
Global Retirement Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2018 and has held it in 30 quarters since.
Global Retirement Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $365K in Q3 2024.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.