Independent Advisor Alliance’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-13,107	Closed	-$114K	–	1205
2026 Q1	$114K	Buy	+13,107	New	+$123K	﹤0.01%	1541
2025 Q1	–	Sell	-65,212	Closed	-$533K	–	955
2024 Q4	$533K	Buy	+65,212	New	+$551K	0.01%	946
2020 Q1	–	Sell	-15,716	Closed	-$138K	–	525
2019 Q4	$138K	Buy	+15,716	New	+$134K	0.01%	849

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Independent Advisor Alliance's EXG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026, closing a stake of 13,107 shares — an estimated $114K sold.

Independent Advisor Alliance first reported a position in EXG in Q4 2019 and held it in 3 quarters. The position peaked at $533K in Q4 2024. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Independent Advisor Alliance reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 13,107 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $114K.
Independent Advisor Alliance first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $533K in Q4 2024.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.