Kovitz Investment Group Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-38,257	Closed	-$348K	–	732
2025 Q3	$348K	Sell	38,257 -3,949	-9%	-$35K	﹤0.01%	1146
2025 Q2	$369K	Sell	42,206 -7,186	-15%	-$59.5K	﹤0.01%	1078
2025 Q1	$402K	Buy	49,392 +22,227	+82%	+$186K	﹤0.01%	970
2024 Q4	$222K	Buy	27,165 +7,484	+38%	+$63.2K	﹤0.01%	1132
2024 Q3	$172K	Buy	19,681 +6,481	+49%	+$54.5K	﹤0.01%	960
2024 Q2	$112K	Hold	13,200	–	–	﹤0.01%	806
2024 Q1	$108K	Hold	13,200	–	–	﹤0.01%	649
2023 Q4	$102K	Hold	13,200	–	–	﹤0.01%	408
2023 Q3	$97.3K	Hold	13,200	–	–	﹤0.01%	391
2023 Q2	$105K	Hold	13,200	–	–	﹤0.01%	405
2023 Q1	$103K	Buy	+13,200	New	+$102K	﹤0.01%	412

Other funds holding EXG

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

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

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

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

Kovitz Investment Group Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 38,257 shares — an estimated $348K sold.

Kovitz Investment Group Partners first reported a position in EXG in Q1 2023 and held it in 11 quarters. The position peaked at $402K in Q1 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 38,257 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $348K.
Kovitz Investment Group Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2023 and held it in 11 quarters.
Kovitz Investment Group Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $402K in Q1 2025.
288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

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