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LifeSteps Financial’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

LifeSteps Financial’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
Q2 		$2.98K Buy
+205
New +$2.99K ﹤0.01% 612

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

LifeSteps Financial's ETY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 205 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

82 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • LifeSteps Financial held 205 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2.98K as of Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #612 holding.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.