HBW
ETG

Hazlett, Burt & Watson’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Hazlett, Burt & Watson’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-250
Closed -$5K – 914
2026
Q1 		$5K Hold
250
– – ﹤0.01% 770
2025
Q4 		$6K Buy
+250
New +$5.49K ﹤0.01% 763

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hazlett, Burt & Watson's ETG Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026, closing a stake of 250 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in ETG in Q4 2025 and held it in 2 quarters. The position peaked at $6K in Q4 2025. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 250 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2025 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $6K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.