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

IFC 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	$316K	Buy	+32,195	New	+$302K	0.04%	134
2026 Q1	–	Sell	-51,967	Closed	-$495K	–	164
2025 Q4	$495K	Sell	51,967 -11,669	-18%	-$107K	0.07%	108
2025 Q3	$579K	Sell	63,636 -2,898	-4%	-$25.7K	0.11%	103
2025 Q2	$582K	Buy	+66,534	New	+$551K	0.11%	104
2025 Q1	–	Sell	-51,233	Closed	-$419K	–	166
2024 Q4	$419K	Buy	+51,233	New	+$433K	0.09%	107

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

IFC Advisors's EXG Position: Q2 2026 in Review

IFC Advisors opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 32,195 shares worth $316K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings. This is a return to the name: IFC Advisors previously reported a position in EXG as recently as Q4 2025.

IFC Advisors first reported a position in EXG in Q4 2024 and has held it in 5 quarters since. The position peaked at $582K in Q2 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

IFC Advisors held 32,195 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $316K as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new IFC Advisors position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #134 holding.
IFC Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 5 quarters since.
IFC Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $582K in Q2 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.