IEQ Capital’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

IEQ Capital’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Hold	11,000	–	–	﹤0.01%	1687
2025 Q4	$226K	Hold	11,000	–	–	﹤0.01%	1657
2025 Q3	$231K	Hold	11,000	–	–	﹤0.01%	1629
2025 Q2	$230K	Hold	11,000	–	–	﹤0.01%	1540
2025 Q1	$206K	Hold	11,000	–	–	﹤0.01%	1367
2024 Q4	$228K	Sell	11,000 -600	-5%	-$12.5K	﹤0.01%	1148
2024 Q3	$235K	Buy	11,600 +600	+5%	+$11.6K	﹤0.01%	1009
2024 Q2	$214K	Hold	11,000	–	–	﹤0.01%	899
2024 Q1	$201K	Buy	+11,000	New	+$193K	﹤0.01%	883

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IEQ Capital's EOI Position: Q1 2026 in Review

IEQ Capital held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q1 2026 at 11,000 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

IEQ Capital first reported a position in EOI in Q1 2024 and has held it in 9 quarters since. The position peaked at $235K in Q3 2024. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

IEQ Capital held 11,000 shares of Eaton Vance Enhanced Equity Income Fund worth $207K as of Q1 2026.
IEQ Capital left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1687 holding.
IEQ Capital first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2024 and has held it in 9 quarters since.
IEQ Capital's Eaton Vance Enhanced Equity Income Fund position peaked at $235K in Q3 2024.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.