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IFP Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

IFP Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$7.67K – 5060
2025
Q4 		$7.67K Sell
500
-500
-50% -$7.75K ﹤0.01% 3203
2025
Q3 		$15.9K Sell
1,000
-41
-4% -$646 ﹤0.01% 2700
2025
Q2 		$16.1K Sell
1,041
-559
-35% -$8.01K ﹤0.01% 2658
2025
Q1 		$22.8K Hold
1,600
– – ﹤0.01% 2240
2024
Q4 		$23.9K Hold
1,600
– – ﹤0.01% 2166
2024
Q3 		$23.4K Hold
1,600
– – ﹤0.01% 2085
2024
Q2 		$22.5K Hold
1,600
– – ﹤0.01% 2028
2024
Q1 		$21.4K Sell
1,600
-1,800
-53% -$22.9K ﹤0.01% 1936
2023
Q4 		$41.4K Hold
3,400
– – ﹤0.01% 1609
2023
Q3 		$39.2K Buy
3,400
+1,600
+89% +$19.4K ﹤0.01% 1654
2023
Q2 		$22.4K Hold
1,800
– – ﹤0.01% 1945
2023
Q1 		$22.2K Hold
1,800
– – ﹤0.01% 1974
2022
Q4 		$22K Hold
1,800
– – ﹤0.01% 2808
2022
Q3 		$22K Hold
1,800
– – ﹤0.01% 2990
2022
Q2 		$22K Hold
1,800
– – ﹤0.01% 2750
2022
Q1 		$22K Buy
+1,800
New +$25.1K ﹤0.01% 2750
2019
Q1 		$2.85M Sell
252,225
-18,206
-7% -$202K 0.39% 49
2018
Q4 		$2.73M Sell
270,431
-2,551
-0.9% -$29.3K 0.17% 139
2018
Q3 		$3.5M Sell
272,982
-2,888
-1% -$36.6K 0.14% 165
2018
Q2 		$3.34M Sell
275,870
-6,631
-2% -$80.7K 0.14% 167
2018
Q1 		$3.44M Hold
282,501
– – 0.16% 151
2017
Q4 		$3.44M Sell
282,501
-71,496
-20% -$848K 0.16% 151
2017
Q3 		$4.13M Sell
353,997
-10,114
-3% -$115K 0.16% 133
2017
Q2 		$4.11M Sell
364,111
-14,466
-4% -$164K 0.17% 125
2017
Q1 		$4.19M Buy
378,577
+2,896
+0.8% +$31.4K 0.18% 119
2016
Q4 		$3.89M Buy
375,681
+78,562
+26% +$816K 0.19% 123
2016
Q3 		$3.18M Buy
297,119
+75,537
+34% +$809K 0.17% 129
2016
Q2 		$2.31M Sell
221,582
-30,643
-12% -$320K 0.13% 175
2016
Q1 		$2.85M Buy
252,225
+202,599
+408% +$2.09M 0.39% 49
2015
Q4 		$556K Buy
+49,626
New +$556K 0.04% 469

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's ETY Position: Q1 2026 in Review

IFP Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 500 shares — an estimated $7.67K sold.

IFP Advisors first reported a position in ETY in Q4 2015 and held it in 30 quarters. The position peaked at $4.19M in Q1 2017. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • IFP Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 500 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $7.67K.
  • IFP Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2015 and held it in 30 quarters.
  • IFP Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $4.19M in Q1 2017.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.