JFS Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

JFS Wealth Advisors’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	$991	Buy	+101	New	+$947	﹤0.01%	1809
2020 Q2	–	Sell	-2,000	Closed	-$13K	–	540
2020 Q1	$13K	Buy	+2,000	New	+$16.1K	﹤0.01%	316

Other funds holding EXG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 101 shares worth $991. The stake represents ﹤0.01% of the portfolio and ranks #1809 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in EXG as recently as Q1 2020.

JFS Wealth Advisors first reported a position in EXG in Q1 2020 and has held it in 2 quarters since. The position peaked at $13K in Q1 2020. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

JFS Wealth Advisors held 101 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $991 as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new JFS Wealth Advisors position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1809 holding.
JFS Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2020 and has held it in 2 quarters since.
JFS Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $13K in Q1 2020.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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