IWM
ETW

IHT Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

IHT Wealth Management’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,049
Closed -$106K – 1284
2026
Q1 		$106K Hold
12,049
– – ﹤0.01% 1220
2025
Q4 		$111K Hold
12,049
– – ﹤0.01% 1154
2025
Q3 		$109K Sell
12,049
-161
-1% -$1.43K ﹤0.01% 1144
2025
Q2 		$106K Buy
12,210
+1,824
+18% +$15K ﹤0.01% 1120
2025
Q1 		$85.7K Hold
10,386
– – ﹤0.01% 1060
2024
Q4 		$87.5K Buy
+10,386
New +$88.9K ﹤0.01% 1053
2021
Q2 		– Sell
-10,115
Closed -$104K – 952
2021
Q1 		$104K Hold
10,115
– – 0.01% 804
2020
Q4 		$98K Hold
10,115
– – 0.01% 717
2020
Q3 		$86K Hold
10,115
– – 0.01% 640
2020
Q2 		$87K Buy
+10,115
New +$82.2K 0.01% 563
2020
Q1 		– Sell
-13,295
Closed -$138K – 583
2019
Q4 		$138K Hold
13,295
– – 0.02% 589
2019
Q3 		$128K Hold
13,295
– – 0.02% 577
2019
Q2 		$130K Hold
13,295
– – 0.02% 515
2019
Q1 		$130K Buy
+13,295
New +$129K 0.02% 486
2018
Q2 		– Sell
-5,115
Closed -$58K – 708
2018
Q1 		$58K Hold
5,115
– – 0.02% 633
2017
Q4 		$62K Hold
5,115
– – 0.02% 628
2017
Q3 		$60K Buy
5,115
+3,868
+310% +$45.3K 0.03% 473
2017
Q2 		$188K Hold
1,247
– – 0.09% 238
2017
Q1 		$19K Sell
1,247
-3,868
-76% -$41.4K 0.01% 671
2016
Q4 		$52K Buy
+5,115
New +$53.8K 0.04% 385

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IHT Wealth Management's ETW Position: Q2 2026 in Review

IHT Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026, closing a stake of 12,049 shares — an estimated $106K sold.

IHT Wealth Management first reported a position in ETW in Q4 2016 and held it in 20 quarters. The position peaked at $188K in Q2 2017. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • IHT Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 12,049 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $106K.
  • IHT Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2016 and held it in 20 quarters.
  • IHT Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $188K in Q2 2017.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.