IFG
EXG icon

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

Independent Financial Group’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 		$473K Sell
48,182
-2,911
-6% -$27.3K 0.01% 1020
2026
Q1 		$442K Sell
51,093
-2,556
-5% -$24K 0.01% 992
2025
Q4 		$511K Buy
53,649
+87
+0.2% +$800 0.01% 888
2025
Q3 		$487K Sell
53,562
-3,070
-5% -$27.2K 0.01% 864
2025
Q2 		$496K Sell
56,632
-2,175
-4% -$18K 0.01% 787
2025
Q1 		$479K Buy
58,807
+1,234
+2% +$10.3K 0.02% 730
2024
Q4 		$470K Sell
57,573
-10,271
-15% -$86.8K 0.02% 715
2024
Q3 		$592K Sell
67,844
-10,218
-13% -$85.9K 0.02% 594
2024
Q2 		$660K Buy
78,062
+30,415
+64% +$249K 0.03% 520
2024
Q1 		$389K Sell
47,647
-6,541
-12% -$51.6K 0.02% 675
2023
Q4 		$418K Hold
54,188
– – 0.02% 610
2023
Q3 		$399K Sell
54,188
-442
-0.8% -$3.44K 0.03% 561
2023
Q2 		$433K Sell
54,630
-3,200
-6% -$25K 0.03% 515
2023
Q1 		$452K Buy
57,830
+10,206
+21% +$78.9K 0.04% 479
2022
Q4 		$360K Sell
47,624
-3,000
-6% -$23K 0.03% 515
2022
Q3 		$367K Buy
50,624
+21,000
+71% +$175K 0.03% 483
2022
Q2 		$228K Sell
29,624
-510
-2% -$4.4K 0.02% 600
2022
Q1 		$293K Sell
30,134
-5,444
-15% -$52.7K 0.02% 607
2021
Q4 		$380K Buy
35,578
+9,820
+38% +$102K 0.03% 510
2021
Q3 		$257K Hold
25,758
– – 0.03% 578
2021
Q2 		$263K Buy
25,758
+11,350
+79% +$112K 0.03% 571
2021
Q1 		$134K Buy
14,408
+3,708
+35% +$33.3K 0.02% 617
2020
Q4 		$93.8K Buy
+10,700
New +$86.6K 0.01% 553

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

Independent Financial Group's EXG Position: Q2 2026 in Review

Independent Financial Group reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 5.7% in Q2 2026, selling an estimated $27.3K and leaving 48,182 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #1020.

Independent Financial Group first reported a position in EXG in Q4 2020 and has held it in 23 quarters since. The position peaked at $660K in Q2 2024. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Independent Financial Group held 48,182 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $473K as of Q2 2026.
  • Independent Financial Group sold 2,911 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $27.3K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1020 holding.
  • Independent Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $660K in Q2 2024.
  • 295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.