LaSalle St. Investment Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

LaSalle St. Investment Advisors’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$551K	Buy	39,979 +7	+0%	+$103	0.08%	185
2025 Q4	$613K	Buy	39,972 +1,811	+5%	+$28.1K	0.1%	158
2025 Q3	$606K	Buy	+38,161	New	+$601K	0.11%	146
2025 Q2	–	Sell	-36,926	Closed	-$526K	–	330
2025 Q1	$526K	Buy	36,926 +1,643	+5%	+$24.7K	0.12%	143
2024 Q4	$527K	Buy	35,283 +2,955	+9%	+$44K	0.16%	126
2024 Q3	$473K	Buy	+32,328	New	+$454K	0.19%	99

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LaSalle St. Investment Advisors's ETY Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.02% in Q1 2026, buying an estimated $103 and bringing the position to 39,979 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #185.

LaSalle St. Investment Advisors first reported a position in ETY in Q3 2024 and has held it in 6 quarters since. The position peaked at $613K in Q4 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

LaSalle St. Investment Advisors held 39,979 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $551K as of Q1 2026.
LaSalle St. Investment Advisors bought 7 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $103.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #185 holding.
LaSalle St. Investment Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 6 quarters since.
LaSalle St. Investment Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $613K in Q4 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.