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

IFP 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	$18.5K	Buy	1,887 +887	+89%	+$8.31K	﹤0.01%	3024
2026 Q1	$8.66K	Sell	1,000 -700	-41%	-$6.57K	﹤0.01%	3222
2025 Q4	$16.2K	Hold	1,700	–	–	﹤0.01%	2828
2025 Q3	$15.5K	Sell	1,700 -1,271	-43%	-$11.3K	﹤0.01%	2706
2025 Q2	$26K	Buy	2,971 +1,271	+75%	+$10.5K	﹤0.01%	2396
2025 Q1	$13.8K	Hold	1,700	–	–	﹤0.01%	2456
2024 Q4	$13.9K	Hold	1,700	–	–	﹤0.01%	2410
2024 Q3	$14.8K	Hold	1,700	–	–	﹤0.01%	2276
2024 Q2	$14.4K	Hold	1,700	–	–	﹤0.01%	2209
2024 Q1	$13.9K	Hold	1,700	–	–	﹤0.01%	2124
2023 Q4	$13.1K	Hold	1,700	–	–	﹤0.01%	2082
2023 Q3	$12.5K	Buy	+1,700	New	+$13.2K	﹤0.01%	2159
2022 Q4	–	Sell	-1,091	Closed	-$10K	–	4674
2022 Q3	$10K	Hold	1,091	–	–	﹤0.01%	3632
2022 Q2	$10K	Hold	1,091	–	–	﹤0.01%	3392
2022 Q1	$10K	Buy	+1,091	New	+$10.6K	﹤0.01%	3392
2019 Q1	$37K	Sell	4,503 -2,930	-39%	-$23.2K	0.01%	1094
2018 Q4	$56K	Sell	7,433 -24,798	-77%	-$211K	﹤0.01%	1543
2018 Q3	$306K	Sell	32,231 -5,549	-15%	-$53.1K	0.01%	883
2018 Q2	$351K	Buy	37,780 +1,319	+4%	+$12.2K	0.01%	814
2018 Q1	$342K	Hold	36,461	–	–	0.02%	777
2017 Q4	$342K	Sell	36,461 -17,853	-33%	-$167K	0.02%	777
2017 Q3	$508K	Sell	54,314 -13,520	-20%	-$125K	0.02%	687
2017 Q2	$622K	Buy	67,834 +4,938	+8%	+$44.2K	0.03%	592
2017 Q1	$536K	Sell	62,896 -24,545	-28%	-$208K	0.02%	642
2016 Q4	$701K	Sell	87,441 -11,741	-12%	-$97K	0.03%	495
2016 Q3	$861K	Sell	99,182 -5,718	-5%	-$50.3K	0.04%	396
2016 Q2	$898K	Buy	104,900 +100,397	+2,230%	+$878K	0.05%	378
2016 Q1	$37K	Sell	4,503 -82,655	-95%	-$679K	0.01%	1094
2015 Q4	$771K	Buy	+87,158	New	+$782K	0.05%	368

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

IFP Advisors's EXG Position: Q2 2026 in Review

IFP Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 89% in Q2 2026, buying an estimated $8.31K and bringing the position to 1,887 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

IFP Advisors first reported a position in EXG in Q4 2015 and has held it in 29 quarters since. The position peaked at $898K in Q2 2016. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

IFP Advisors held 1,887 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $18.5K as of Q2 2026.
IFP Advisors bought 887 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $8.31K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3024 holding.
IFP Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2015 and has held it in 29 quarters since.
IFP Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $898K in Q2 2016.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.