ITIM
ETG

Indiana Trust & Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Indiana Trust & Investment Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2K Hold
1,200
– – 0.01% 340
2026
Q1 		$24.1K Hold
1,200
– – 0.01% 348
2025
Q4 		$27.7K Hold
1,200
– – 0.01% 326
2025
Q3 		$25.4K Hold
1,200
– – 0.01% 337
2025
Q2 		$25.1K Hold
1,200
– – 0.01% 330
2025
Q1 		$21.9K Buy
+1,200
New +$22.4K 0.01% 335

Other funds holding ETG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Indiana Trust & Investment Management's ETG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 1,200 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #340.

Indiana Trust & Investment Management first reported a position in ETG in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Indiana Trust & Investment Management held 1,200 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $28.2K as of Q2 2026.
  • Indiana Trust & Investment Management left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #340 holding.
  • Indiana Trust & Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.