LVZ Inc’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

LVZ Inc’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
2025 Q2	–	Sell	-10,023	Closed	-$143K	–	157
2025 Q1	$143K	Hold	10,023	–	–	0.02%	146
2024 Q4	$150K	Hold	10,023	–	–	0.02%	146
2024 Q3	$147K	Hold	10,023	–	–	0.02%	146
2024 Q2	$141K	Hold	10,023	–	–	0.02%	141
2024 Q1	$134K	Hold	10,023	–	–	0.02%	140
2023 Q4	$122K	Hold	10,023	–	–	0.02%	139
2023 Q3	$116K	Hold	10,023	–	–	0.02%	123
2023 Q2	$125K	Hold	10,023	–	–	0.02%	144
2023 Q1	$117K	Sell	10,023 -1,291	-11%	-$14.9K	0.02%	148
2022 Q4	$123K	Buy	+11,314	New	+$130K	0.02%	144

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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

LVZ Inc's ETY Position: Q2 2025 in Review

LVZ Inc sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 10,023 shares — an estimated $143K sold.

LVZ Inc first reported a position in ETY in Q4 2022 and held it in 10 quarters. The position peaked at $150K in Q4 2024. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

LVZ Inc reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
LVZ Inc sold 10,023 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $143K.
LVZ Inc first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and held it in 10 quarters.
LVZ Inc's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $150K in Q4 2024.
190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on LVZ Inc's 13F filing for Q2 2025, filed 15 Jul 2025.