Kingswood Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Kingswood 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	$117K	Sell	11,931 -177	-1%	-$1.66K	﹤0.01%	970
2026 Q1	$105K	Buy	12,108 +43	+0.4%	+$404	0.01%	908
2025 Q4	$115K	Buy	+12,065	New	+$111K	0.01%	850

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kingswood Wealth Advisors's EXG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.5% in Q2 2026, selling an estimated $1.66K and leaving 11,931 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Kingswood Wealth Advisors first reported a position in EXG in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Kingswood Wealth Advisors held 11,931 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $117K as of Q2 2026.
Kingswood Wealth Advisors sold 177 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $1.66K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #970 holding.
Kingswood Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.