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Insigneo Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Insigneo Advisory Services’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
Q1 		– Sell
-18,397
Closed -$175K – 776
2025
Q4 		$175K Hold
18,397
– – 0.01% 668
2025
Q3 		$167K Sell
18,397
-2,194
-11% -$19.4K 0.01% 650
2025
Q2 		$180K Hold
20,591
– – 0.02% 576
2025
Q1 		$168K Sell
20,591
-2,200
-10% -$18.4K 0.02% 534
2024
Q4 		$186K Hold
22,791
– – 0.02% 535
2024
Q3 		$199K Buy
22,791
+8,576
+60% +$72.1K 0.02% 555
2024
Q2 		$112K Buy
+14,215
New +$117K 0.01% 520

Other funds holding EXG

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LPL Financial
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return