Greenleaf Trust’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Greenleaf Trust’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	$399K	Hold	27,458	–	–	﹤0.01%	583
2026 Q1	$379K	Sell	27,458 -8,934	-25%	-$132K	﹤0.01%	569
2025 Q4	$558K	Hold	36,392	–	–	0.01%	469
2025 Q3	$579K	Sell	36,392 -2,882	-7%	-$45.4K	0.01%	463
2025 Q2	$608K	Sell	39,274 -2,064	-5%	-$29.6K	0.01%	442
2025 Q1	$589K	Hold	41,338	–	–	0.01%	456
2024 Q4	$618K	Sell	41,338 -2,991	-7%	-$44.5K	0.01%	456
2024 Q3	$649K	Buy	+44,329	New	+$623K	0.01%	451

Other funds holding ETY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Greenleaf Trust's ETY Position: Q2 2026 in Review

Greenleaf Trust held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 27,458 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Greenleaf Trust first reported a position in ETY in Q3 2024 and has held it in 8 quarters since. The position peaked at $649K in Q3 2024. 86 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Greenleaf Trust held 27,458 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $399K as of Q2 2026.
Greenleaf Trust left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #583 holding.
Greenleaf Trust first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
Greenleaf Trust's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $649K in Q3 2024.
86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.