KWM
ETG

Kiker Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Kiker Wealth Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,334
Closed -$90.8K – 361
2025
Q2 		$90.8K Hold
4,334
– – 0.05% 136
2025
Q1 		$79K Buy
+4,334
New +$81K 0.05% 150

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiker Wealth Management's ETG Position: Q3 2025 in Review

Kiker Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2025, closing a stake of 4,334 shares — an estimated $90.8K sold.

Kiker Wealth Management first reported a position in ETG in Q1 2025 and held it in 2 quarters. The position peaked at $90.8K in Q2 2025. 111 funds tracked by Wall St. Rank hold ETG as of Q3 2025.

  • Kiker Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 4,334 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2025, an estimated $90.8K.
  • Kiker Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $90.8K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.