Harbour Wealth Management Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Harbour Wealth Management Group’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Sell	16,425 -470	-3%	-$4.41K	0.11%	87
2026 Q1	$146K	Sell	16,895 -493	-3%	-$4.63K	0.11%	87
2025 Q4	$166K	Buy	+17,388	New	+$160K	0.13%	89

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Harbour Wealth Management Group's EXG Position: Q2 2026 in Review

Harbour Wealth Management Group reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.8% in Q2 2026, selling an estimated $4.41K and leaving 16,425 shares worth $161K. The position accounts for 0.11% of the portfolio, ranked #87.

Harbour Wealth Management Group first reported a position in EXG in Q4 2025 and has held it in 3 quarters since. The position peaked at $166K in Q4 2025. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Harbour Wealth Management Group held 16,425 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $161K as of Q2 2026.
Harbour Wealth Management Group sold 470 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $4.41K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.11% of Harbour Wealth Management Group's portfolio in Q2 2026, its #87 holding.
Harbour Wealth Management Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Harbour Wealth Management Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $166K in Q4 2025.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.