ICA Group Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

ICA Group Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,000	Closed	-$8.35K	–	932
2024 Q1	$8.35K	Hold	1,000	–	–	﹤0.01%	927
2023 Q4	$7.84K	Buy	+1,000	New	+$7.75K	﹤0.01%	919
2023 Q3	–	Sell	-1,000	Closed	-$8.22K	–	509
2023 Q2	$8.22K	Hold	1,000	–	–	﹤0.01%	870
2023 Q1	$7.95K	Hold	1,000	–	–	﹤0.01%	853
2022 Q4	$7.8K	Buy	+1,000	New	+$8.16K	﹤0.01%	871

Other funds holding ETJ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICA Group Wealth Management's ETJ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2024, closing a stake of 1,000 shares — an estimated $8.35K sold.

ICA Group Wealth Management first reported a position in ETJ in Q4 2022 and held it in 5 quarters. The position peaked at $8.35K in Q1 2024. 89 funds tracked by Wall St. Rank hold ETJ as of Q2 2024.

ICA Group Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $8.35K.
ICA Group Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $8.35K in Q1 2024.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.