Lodestone Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Lodestone Wealth Management’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	$29.1K	Hold	2,000	–	–	0.01%	365
2026 Q1	$27.6K	Hold	2,000	–	–	0.01%	364
2025 Q4	$30.7K	Buy	+2,000	New	+$31K	0.01%	349

Other funds holding ETY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Lodestone Wealth Management's ETY Position: Q2 2026 in Review

Lodestone Wealth Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 2,000 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #365.

Lodestone Wealth Management first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.7K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Lodestone Wealth Management held 2,000 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $29.1K as of Q2 2026.
Lodestone Wealth Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #365 holding.
Lodestone Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $30.7K in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.