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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Equity Partners's ETY Position: Q1 2026 in Review

Golden State Equity Partners held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 11,003 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #666.

Golden State Equity Partners first reported a position in ETY in Q4 2024 and has held it in 6 quarters since. The position peaked at $175K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Golden State Equity Partners held 11,003 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $152K as of Q1 2026.
Golden State Equity Partners left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #666 holding.
Golden State Equity Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
Golden State Equity Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $175K in Q3 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.