HHM Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

HHM Wealth Advisors’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	$47.3K	Buy	4,825 +98	+2%	+$919	﹤0.01%	395
2026 Q1	$40.9K	Buy	4,727 +99	+2%	+$929	﹤0.01%	394
2025 Q4	$44.1K	Buy	4,628 +97	+2%	+$892	0.01%	383
2025 Q3	$41.2K	Sell	4,531 -401	-8%	-$3.56K	﹤0.01%	398
2025 Q2	$43.2K	Buy	4,932 +102	+2%	+$844	0.01%	394
2025 Q1	$39.3K	Buy	4,830 +100	+2%	+$837	0.01%	400
2024 Q4	$38.6K	Buy	4,730 +99	+2%	+$836	0.01%	398
2024 Q3	$40.4K	Buy	4,631 +4,131	+826%	+$34.7K	0.01%	368
2024 Q2	$4.22K	Hold	500	–	–	﹤0.01%	648
2024 Q1	$4.08K	Buy	+500	New	+$3.95K	﹤0.01%	642

Other funds holding EXG

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

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return