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

JFS Wealth Advisors’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	$1.48K	Buy	+63	New	+$1.41K	﹤0.01%	1697
2018 Q1	–	Sell	-310	Closed	-$5K	–	538
2017 Q4	$5K	Buy	310 +6	+2%	+$103	﹤0.01%	423
2017 Q3	$5K	Buy	304 +5	+2%	+$85	﹤0.01%	391
2017 Q2	$5K	Buy	+299	New	+$4.95K	﹤0.01%	369

Other funds holding ETG

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

JFS Wealth Advisors's ETG Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 63 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in ETG as recently as Q4 2017.

JFS Wealth Advisors first reported a position in ETG in Q2 2017 and has held it in 4 quarters since. The position peaked at $5K in Q4 2017. 25 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

JFS Wealth Advisors held 63 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1.48K as of Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new JFS Wealth Advisors position in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1697 holding.
JFS Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2017 and has held it in 4 quarters since.
JFS Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $5K in Q4 2017.
25 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.