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Institute for Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Institute for Wealth Management’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 		$1.47K Buy
+150
New +$1.41K ﹤0.01% 1630

Other funds holding EXG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 150 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

188 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Institute for Wealth Management held 150 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $1.47K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1630 holding.
  • 188 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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