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Joel Isaacson & Co’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Joel Isaacson & Co’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,420
Closed -$189K – 422
2025
Q1 		$189K Buy
+17,420
New +$194K 0.01% 382

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Joel Isaacson & Co's BOE Position: Q2 2025 in Review

Joel Isaacson & Co sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2025, closing a stake of 17,420 shares — an estimated $189K sold.

Joel Isaacson & Co first reported a position in BOE in Q1 2025 and held it in 1 quarter. The position peaked at $189K in Q1 2025. 103 funds tracked by Wall St. Rank hold BOE as of Q2 2025.

  • Joel Isaacson & Co reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 17,420 BlackRock Enhanced Global Dividend Trust shares in Q2 2025, an estimated $189K.
  • Joel Isaacson & Co first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2025 and held it in 1 quarter.
  • Joel Isaacson & Co's BlackRock Enhanced Global Dividend Trust position peaked at $189K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.