IA
ETG

IFP Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

IFP Advisors’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-598
Closed -$12.6K – 4931
2025
Q3 		$12.6K Buy
598
+307
+105% +$6.41K ﹤0.01% 2788
2025
Q2 		$6.08K Buy
291
+1
+0.3% +$19 ﹤0.01% 3234
2025
Q1 		$5.28K Buy
290
+263
+974% +$4.91K ﹤0.01% 2822
2024
Q4 		$492 Hold
27
– – ﹤0.01% 3423
2024
Q3 		$525 Buy
+27
New +$506 ﹤0.01% 3146
2023
Q1 		– Sell
-17,479
Closed -$296K – 3705
2022
Q4 		$296K Buy
17,479
+2,482
+17% +$38.7K 0.01% 1151
2022
Q3 		$254K Buy
14,997
+5,272
+54% +$91K 0.01% 1277
2022
Q2 		$164K Hold
9,725
– – 0.01% 1395
2022
Q1 		$164K Buy
+9,725
New +$199K 0.01% 1395
2019
Q1 		$14K Sell
900
-2,554
-74% -$38.5K ﹤0.01% 1462
2018
Q4 		$47K Buy
3,454
+1,350
+64% +$20.9K ﹤0.01% 1648
2018
Q3 		$38K Buy
2,104
+254
+14% +$4.5K ﹤0.01% 2046
2018
Q2 		$31K Hold
1,850
– – ﹤0.01% 2199
2018
Q1 		$32K Hold
1,850
– – ﹤0.01% 2066
2017
Q4 		$32K Sell
1,850
-1,490
-45% -$25.7K ﹤0.01% 2091
2017
Q3 		$57K Hold
3,340
– – ﹤0.01% 1913
2017
Q2 		$57K Buy
3,340
+250
+8% +$4.14K ﹤0.01% 1879
2017
Q1 		$48K Hold
3,090
– – ﹤0.01% 1949
2016
Q4 		$43K Hold
3,090
– – ﹤0.01% 1980
2016
Q3 		$46K Hold
3,090
– – ﹤0.01% 1867
2016
Q2 		$44K Buy
3,090
+2,190
+243% +$31.8K ﹤0.01% 1844
2016
Q1 		$14K Sell
900
-1,690
-65% -$23.6K ﹤0.01% 1461
2015
Q4 		$40K Buy
+2,590
New +$41.4K ﹤0.01% 1744

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFP Advisors's ETG Position: Q4 2025 in Review

IFP Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2025, closing a stake of 598 shares — an estimated $12.6K sold.

IFP Advisors first reported a position in ETG in Q4 2015 and held it in 23 quarters. The position peaked at $296K in Q4 2022. 127 funds tracked by Wall St. Rank hold ETG as of Q4 2025.

  • IFP Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 598 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2025, an estimated $12.6K.
  • IFP Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $296K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.