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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Insigneo Advisory Services's EXG Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 18,397 shares — an estimated $175K sold.

Insigneo Advisory Services first reported a position in EXG in Q2 2024 and held it in 7 quarters. The position peaked at $199K in Q3 2024. 296 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Insigneo Advisory Services reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 18,397 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $175K.
Insigneo Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 7 quarters.
Insigneo Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $199K in Q3 2024.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.