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

Golden State Equity 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	–	Sell	-11,003	Closed	-$152K	–	790
2026 Q1	$152K	Hold	11,003	–	–	0.01%	666
2025 Q4	$169K	Hold	11,003	–	–	0.03%	482
2025 Q3	$175K	Hold	11,003	–	–	0.03%	437
2025 Q2	$170K	Hold	11,003	–	–	0.03%	419
2025 Q1	$157K	Buy	11,003 +960	+10%	+$14.4K	0.03%	416
2024 Q4	$150K	Buy	+10,043	New	+$149K	0.03%	425

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

Golden State Equity Partners's ETY Position: Q2 2026 in Review

Golden State Equity Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 11,003 shares — an estimated $152K sold.

Golden State Equity Partners first reported a position in ETY in Q4 2024 and held it in 6 quarters. The position peaked at $175K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Golden State Equity Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 11,003 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $152K.
Golden State Equity Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 6 quarters.
Golden State Equity Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $175K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.