IA
EXG icon

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

IFG Advisory’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
2025
Q3 		– Sell
-20,937
Closed -$183K – 778
2025
Q2 		$183K Buy
+20,937
New +$173K 0.01% 725

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFG Advisory's EXG Position: Q3 2025 in Review

IFG Advisory sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 20,937 shares — an estimated $183K sold.

IFG Advisory first reported a position in EXG in Q2 2025 and held it in 1 quarter. The position peaked at $183K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

  • IFG Advisory reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • IFG Advisory sold 20,937 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $183K.
  • IFG Advisory first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2025 and held it in 1 quarter.
  • IFG Advisory's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $183K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on IFG Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.