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

LifeSteps Financial’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 		$2.94K Buy
+300
New +$2.81K ﹤0.01% 615

Other funds holding EXG

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

LifeSteps Financial's EXG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026: 300 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

122 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • LifeSteps Financial held 300 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $2.94K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #615 holding.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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