IWM
ETJ

IHT Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

IHT Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
156,005
-9,234
-6% -$79.9K 0.03% 500
2025
Q4 		$1.46M Sell
165,239
-5,886
-3% -$51.9K 0.04% 435
2025
Q3 		$1.54M Sell
171,125
-15,579
-8% -$140K 0.04% 402
2025
Q2 		$1.69M Sell
186,704
-6,085
-3% -$52.5K 0.05% 353
2025
Q1 		$1.63M Sell
192,789
-6,748
-3% -$60.6K 0.05% 334
2024
Q4 		$1.86M Sell
199,537
-79,787
-29% -$741K 0.06% 296
2024
Q3 		$2.57M Buy
279,324
+80,213
+40% +$717K 0.07% 263
2024
Q2 		$1.75M Buy
199,111
+7,644
+4% +$64.8K 0.07% 280
2024
Q1 		$1.6M Sell
191,467
-4,182
-2% -$34.2K 0.06% 309
2023
Q4 		$1.53M Sell
195,649
-11,410
-6% -$88.4K 0.07% 278
2023
Q3 		$1.59M Buy
207,059
+37,856
+22% +$305K 0.08% 241
2023
Q2 		$1.39M Buy
169,203
+8,066
+5% +$64.1K 0.07% 265
2023
Q1 		$1.28M Sell
161,137
-24,622
-13% -$191K 0.07% 256
2022
Q4 		$1.39M Sell
185,759
-44,029
-19% -$359K 0.09% 232
2022
Q3 		$1.9M Buy
229,788
+9,497
+4% +$87.3K 0.14% 162
2022
Q2 		$1.85M Buy
220,291
+5,788
+3% +$52.7K 0.16% 139
2022
Q1 		$2.12M Buy
214,503
+46,028
+27% +$463K 0.16% 134
2021
Q4 		$1.8M Buy
168,475
+7,394
+5% +$81.7K 0.13% 157
2021
Q3 		$1.72M Buy
161,081
+2,239
+1% +$25.2K 0.14% 146
2021
Q2 		$1.83M Buy
158,842
+13,172
+9% +$146K 0.12% 180
2021
Q1 		$1.57M Buy
145,670
+11,040
+8% +$117K 0.11% 184
2020
Q4 		$1.4M Sell
134,630
-2,101
-2% -$21.1K 0.12% 183
2020
Q3 		$1.31M Buy
136,731
+19,324
+16% +$192K 0.13% 166
2020
Q2 		$1.12M Sell
117,407
-66,079
-36% -$607K 0.15% 147
2020
Q1 		$1.53M Sell
183,486
-35,623
-16% -$321K 0.22% 111
2019
Q4 		$2.04M Buy
219,109
+3,160
+1% +$29.4K 0.24% 97
2019
Q3 		$2M Buy
215,949
+31,130
+17% +$292K 0.27% 86
2019
Q2 		$1.73M Buy
184,819
+80,309
+77% +$753K 0.25% 92
2019
Q1 		$960K Buy
104,510
+64,907
+164% +$569K 0.16% 153
2018
Q4 		$322K Buy
+39,603
New +$362K 0.06% 315
2018
Q2 		– Sell
-1,000
Closed -$9K – 704
2018
Q1 		$9K Hold
1,000
– – ﹤0.01% 1211
2017
Q4 		$10K Buy
+1,000
New +$9.29K ﹤0.01% 1189

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

IHT Wealth Management's ETJ Position: Q1 2026 in Review

IHT Wealth Management reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 5.6% in Q1 2026, selling an estimated $79.9K and leaving 156,005 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #500.

IHT Wealth Management first reported a position in ETJ in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.57M in Q3 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • IHT Wealth Management held 156,005 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.27M as of Q1 2026.
  • IHT Wealth Management sold 9,234 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $79.9K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #500 holding.
  • IHT Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 32 quarters since.
  • IHT Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.57M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.