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

Impact Partnership Wealth’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 		$109K Buy
11,084
+224
+2% +$2.1K 0.01% 432
2026
Q1 		$94K Buy
10,860
+289
+3% +$2.71K 0.01% 356
2025
Q4 		$101K Buy
10,571
+221
+2% +$2.03K 0.01% 354
2025
Q3 		$94.2K Buy
10,350
+225
+2% +$2K 0.01% 303
2025
Q2 		$88.6K Buy
+10,125
New +$83.8K 0.02% 287

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Impact Partnership Wealth's EXG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.1% in Q2 2026, buying an estimated $2.1K and bringing the position to 11,084 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #432.

Impact Partnership Wealth first reported a position in EXG in Q2 2025 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Impact Partnership Wealth held 11,084 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $109K as of Q2 2026.
  • Impact Partnership Wealth bought 224 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $2.1K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Impact Partnership Wealth's portfolio in Q2 2026, its #432 holding.
  • Impact Partnership Wealth first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.