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

Kerr Financial Planning’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,117
Closed -$31.3K – 524
2025
Q4 		$31.3K Sell
2,117
-4,588
-68% -$71.2K 0.04% 231
2025
Q3 		$103K Buy
+6,705
New +$106K 0.14% 120

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kerr Financial Planning's ETY Position: Q1 2026 in Review

Kerr Financial Planning sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 2,117 shares — an estimated $31.3K sold.

Kerr Financial Planning first reported a position in ETY in Q3 2025 and held it in 2 quarters. The position peaked at $103K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Kerr Financial Planning reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 2,117 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $31.3K.
  • Kerr Financial Planning first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and held it in 2 quarters.
  • Kerr Financial Planning's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $103K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.