Jones Financial Companies’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-76
Closed -$1.2K 4464
2025
Q3
$1.2K Buy
+76
New +$1.2K ﹤0.01% 3850

Other funds holding ETY

Jones Financial Companies's ETY Position: Q4 2025 in Review

Jones Financial Companies sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 76 shares — an estimated $1.2K sold.

Jones Financial Companies first reported a position in ETY in Q3 2025 and held it in 1 quarter. The position peaked at $1.2K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

  • Jones Financial Companies reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 76 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $1.2K.
  • Jones Financial Companies first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.2K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.