IWC
ETG

Integrated Wealth Concepts’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Integrated Wealth Concepts’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 		$1.2M Buy
+51,172
New +$1.15M 0.01% 1234

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's ETG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 51,172 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #1234 among its holdings.

138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Integrated Wealth Concepts held 51,172 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1.2M as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1234 holding.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.