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

IHT Wealth Management’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
2024 Q4	–	Sell	-10,826	Closed	-$94.1K	–	1118
2024 Q3	$94.1K	Buy	+10,826	New	+$91K	﹤0.01%	1115
2021 Q3	–	Sell	-23,026	Closed	-$235K	–	861
2021 Q2	$235K	Buy	+23,026	New	+$227K	0.01%	800
2020 Q1	–	Sell	-10,172	Closed	-$89K	–	585
2019 Q4	$89K	Hold	10,172	–	–	0.01%	600
2019 Q3	$84K	Sell	10,172 -4,801	-32%	-$39.3K	0.01%	591
2019 Q2	$124K	Sell	14,973 -4,183	-22%	-$34K	0.02%	517
2019 Q1	$156K	Buy	19,156 +8,604	+82%	+$68K	0.03%	481
2018 Q4	$79K	Buy	10,552 +280	+3%	+$2.38K	0.02%	457
2018 Q3	$98K	Hold	10,272	–	–	0.02%	413
2018 Q2	$96K	Hold	10,272	–	–	0.02%	398
2018 Q1	$91K	Sell	10,272 -414	-4%	-$3.85K	0.02%	506
2017 Q4	$103K	Hold	10,686	–	–	0.03%	483
2017 Q3	$101K	Sell	10,686 -691	-6%	-$6.39K	0.04%	353
2017 Q2	$22	Buy	11,377 +10,999	+2,910%	+$98.4K	0.01%	753
2017 Q1	$5K	Sell	378 -2,991	-89%	-$25.3K	﹤0.01%	949
2016 Q4	$27K	Buy	+3,369	New	+$27.8K	0.02%	539

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's EXG Position: Q4 2024 in Review

IHT Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 10,826 shares — an estimated $94.1K sold.

IHT Wealth Management first reported a position in EXG in Q4 2016 and held it in 15 quarters. The position peaked at $235K in Q2 2021. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

IHT Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 10,826 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $94.1K.
IHT Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2016 and held it in 15 quarters.
IHT Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $235K in Q2 2021.
276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.