JFS Wealth Advisors
EXG icon

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
Q3 		$951 Hold
101
– – ﹤0.01% 1799
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

JFS Wealth Advisors's EXG Position: Q3 2026 in Review

JFS Wealth Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 101 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

JFS Wealth Advisors first reported a position in EXG in Q1 2020 and has held it in 3 quarters since. The position peaked at $13K in Q1 2020. 157 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • JFS Wealth Advisors held 101 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $951 as of Q3 2026.
  • JFS Wealth Advisors 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 ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1799 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 3 quarters since.
  • JFS Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $13K in Q1 2020.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.