HIA
ETW

Harbor Investment Advisory’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Harbor Investment Advisory’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Hold
1,925
– – ﹤0.01% 958
2026
Q1 		$16.9K Hold
1,925
– – ﹤0.01% 813
2025
Q4 		$17.7K Hold
1,925
– – ﹤0.01% 842
2025
Q3 		$17.4K Hold
1,925
– – ﹤0.01% 812
2025
Q2 		$16.7K Hold
1,925
– – ﹤0.01% 805
2025
Q1 		$15.9K Hold
1,925
– – ﹤0.01% 803
2024
Q4 		$16.2K Hold
1,925
– – ﹤0.01% 784
2024
Q3 		$16.7K Hold
1,925
– – ﹤0.01% 773
2024
Q2 		$15.9K Hold
1,925
– – ﹤0.01% 772
2024
Q1 		$15.8K Hold
1,925
– – ﹤0.01% 778
2023
Q4 		$15K Hold
1,925
– – ﹤0.01% 767
2023
Q3 		$14.7K Hold
1,925
– – ﹤0.01% 737
2023
Q2 		$15.8K Hold
1,925
– – ﹤0.01% 932
2023
Q1 		$15.6K Hold
1,925
– – ﹤0.01% 954
2022
Q4 		$14.9K Sell
1,925
-10,995
-85% -$89.4K ﹤0.01% 949
2022
Q3 		$98K Hold
12,920
– – 0.02% 475
2022
Q2 		$107K Hold
12,920
– – 0.02% 484
2022
Q1 		$132K Buy
12,920
+2,072
+19% +$21.6K 0.02% 465
2021
Q4 		$121K Buy
10,848
+218
+2% +$2.4K 0.02% 490
2021
Q3 		$115K Buy
10,630
+207
+2% +$2.3K 0.02% 491
2021
Q2 		$114K Buy
10,423
+207
+2% +$2.24K 0.02% 487
2021
Q1 		$105K Buy
+10,216
New +$101K 0.02% 466

Other funds holding ETW

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return