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

IHT Wealth Management’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
Q2 		$7M Buy
481,281
+35,876
+8% +$523K 0.15% 139
2026
Q1 		$6.14M Buy
445,405
+30,383
+7% +$449K 0.14% 146
2025
Q4 		$6.37M Buy
415,022
+11,752
+3% +$182K 0.15% 132
2025
Q3 		$6.41M Buy
403,270
+45,935
+13% +$723K 0.16% 123
2025
Q2 		$5.53M Buy
357,335
+14,296
+4% +$205K 0.15% 134
2025
Q1 		$4.89M Buy
343,039
+92,438
+37% +$1.39M 0.15% 136
2024
Q4 		$3.75M Sell
250,601
-59,685
-19% -$888K 0.12% 165
2024
Q3 		$4.54M Buy
310,286
+76,605
+33% +$1.08M 0.13% 160
2024
Q2 		$3.28M Buy
233,681
+8,304
+4% +$112K 0.12% 164
2024
Q1 		$3.01M Buy
225,377
+13,837
+7% +$176K 0.12% 171
2023
Q4 		$2.58M Buy
211,540
+3,174
+2% +$36.7K 0.12% 176
2023
Q3 		$2.4M Buy
208,366
+35,638
+21% +$432K 0.12% 170
2023
Q2 		$2.15M Buy
172,728
+23,619
+16% +$278K 0.11% 178
2023
Q1 		$1.74M Buy
149,109
+5,810
+4% +$67.1K 0.1% 200
2022
Q4 		$1.56M Buy
143,299
+8,277
+6% +$95.1K 0.1% 221
2022
Q3 		$1.47M Buy
135,022
+62,512
+86% +$772K 0.11% 207
2022
Q2 		$822K Buy
72,510
+1,745
+2% +$21.6K 0.07% 276
2022
Q1 		$989K Buy
70,765
+15,790
+29% +$220K 0.08% 258
2021
Q4 		$827K Buy
54,975
+19
+0% +$278 0.06% 306
2021
Q3 		$767K Sell
54,956
-10,762
-16% -$154K 0.06% 307
2021
Q2 		$925K Buy
65,718
+16,839
+34% +$229K 0.06% 340
2021
Q1 		$624K Buy
48,879
+21,448
+78% +$268K 0.04% 388
2020
Q4 		$336K Buy
+27,431
New +$319K 0.03% 523
2018
Q2 		– Sell
-6,261
Closed -$71K – 709
2018
Q1 		$71K Hold
6,261
– – 0.02% 577
2017
Q4 		$76K Hold
6,261
– – 0.02% 568
2017
Q3 		$73K Hold
6,261
– – 0.03% 414
2017
Q2 		$51K Buy
+6,261
New +$70.9K 0.02% 496

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IHT Wealth Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.1% in Q2 2026, buying an estimated $523K and bringing the position to 481,281 shares worth $7M. The position accounts for 0.15% of the portfolio, ranked #139.

IHT Wealth Management first reported a position in ETY in Q2 2017 and has held it in 27 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • IHT Wealth Management held 481,281 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $7M as of Q2 2026.
  • IHT Wealth Management bought 35,876 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $523K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.15% of IHT Wealth Management's portfolio in Q2 2026, its #139 holding.
  • IHT Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2017 and has held it in 27 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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