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

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

HHM Wealth Advisors's EXG Position: Q2 2026 in Review

HHM Wealth Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.1% in Q2 2026, buying an estimated $919 and bringing the position to 4,825 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

HHM Wealth Advisors first reported a position in EXG in Q1 2024 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

HHM Wealth Advisors held 4,825 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $47.3K as of Q2 2026.
HHM Wealth Advisors bought 98 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $919.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #395 holding.
HHM Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2024 and has held it in 10 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.