Kovitz Investment Group Partners
ETJ

Kovitz Investment Group Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Kovitz Investment Group Partners’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-123,890
Closed -$1.11M – 722
2025
Q3 		$1.11M Buy
123,890
+76,998
+164% +$691K ﹤0.01% 818
2025
Q2 		$424K Buy
+46,892
New +$404K ﹤0.01% 1032

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GC
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Invesco
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CA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kovitz Investment Group Partners's ETJ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2025, closing a stake of 123,890 shares — an estimated $1.11M sold.

Kovitz Investment Group Partners first reported a position in ETJ in Q2 2025 and held it in 2 quarters. The position peaked at $1.11M in Q3 2025. 119 funds tracked by Wall St. Rank hold ETJ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 123,890 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $1.11M.
  • Kovitz Investment Group Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.11M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.