Institute for Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Institute for Wealth 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	$70.8K	Buy	+3,007	New	+$67.4K	0.01%	780
2019 Q3	–	Sell	-10,417	Closed	-$167K	–	442
2019 Q2	$167K	Sell	10,417 -16,566	-61%	-$261K	0.04%	449
2019 Q1	$546K	Buy	26,983 +16,566	+159%	+$250K	0.12%	226
2018 Q4	$141K	Sell	10,417 -1,510	-13%	-$23.4K	0.06%	249
2018 Q3	$214K	Buy	+11,927	New	+$211K	0.07%	199
2018 Q1	–	Sell	-11,367	Closed	-$200K	–	296
2017 Q4	$200K	Sell	11,367 -1,500	-12%	-$25.9K	0.05%	361
2017 Q3	$224K	Buy	12,867 +1,500	+13%	+$25.5K	0.07%	240
2017 Q2	$198K	Buy	+11,367	New	+$188K	0.05%	381

Other funds holding ETG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Institute for Wealth Management's ETG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 3,007 shares worth $70.8K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ETG as recently as Q2 2019.

Institute for Wealth Management first reported a position in ETG in Q2 2017 and has held it in 8 quarters since. The position peaked at $546K in Q1 2019. 140 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Institute for Wealth Management held 3,007 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $70.8K as of Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Institute for Wealth Management position in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #780 holding.
Institute for Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2017 and has held it in 8 quarters since.
Institute for Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $546K in Q1 2019.
140 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.