Larson Financial Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Larson Financial Group’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	$15.2K	Buy	+1,550	New	+$14.5K	﹤0.01%	2163
2024 Q4	–	Sell	-9,000	Closed	-$78.5K	–	2817
2024 Q3	$78.5K	Buy	9,000 +6,263	+229%	+$52.7K	﹤0.01%	787
2024 Q2	$23.1K	Buy	+2,737	New	+$22.4K	﹤0.01%	1010

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

Larson Financial Group's EXG Position: Q2 2026 in Review

Larson Financial Group opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 1,550 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in EXG as recently as Q3 2024.

Larson Financial Group first reported a position in EXG in Q2 2024 and has held it in 3 quarters since. The position peaked at $78.5K in Q3 2024. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Larson Financial Group held 1,550 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $15.2K as of Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Larson Financial Group position in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2163 holding.
Larson Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and has held it in 3 quarters since.
Larson Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $78.5K in Q3 2024.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.