Investment Partners Asset Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Investment Partners Asset 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 Q3	$105K	Hold	11,184	–	–	0.06%	169
2026 Q2	$110K	Hold	11,184	–	–	0.06%	168
2026 Q1	$96.9K	Hold	11,184	–	–	0.06%	162
2025 Q4	$107K	Hold	11,184	–	–	0.07%	157
2025 Q3	$102K	Hold	11,184	–	–	0.07%	156
2025 Q2	$97.9K	Sell	11,184 -1,000	-8%	-$8.28K	0.07%	155
2025 Q1	$99.2K	Hold	12,184	–	–	0.08%	145
2024 Q4	$99.5K	Hold	12,184	–	–	0.08%	148
2024 Q3	$106K	Hold	12,184	–	–	0.09%	139
2024 Q2	$103K	Hold	12,184	–	–	0.09%	131
2024 Q1	$99.4K	Hold	12,184	–	–	0.09%	136
2023 Q4	$94.1K	Buy	+12,184	New	+$90.5K	0.09%	124

Other funds holding EXG

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Investment Partners Asset Management's EXG Position: Q3 2026 in Review

Investment Partners Asset Management held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 11,184 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #169.

Investment Partners Asset Management first reported a position in EXG in Q4 2023 and has held it in 12 quarters since. The position peaked at $110K in Q2 2026. 35 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

Investment Partners Asset Management held 11,184 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $105K as of Q3 2026.
Investment Partners Asset Management left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.06% of Investment Partners Asset Management's portfolio in Q3 2026, its #169 holding.
Investment Partners Asset Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $110K in Q2 2026.
35 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.