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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

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 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. 45 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.
  • 45 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.