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

Mascoma 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	$46.4K	Hold	3,190	–	–	0.01%	195
2026 Q1	$44K	Hold	3,190	–	–	0.01%	200
2025 Q4	$48.9K	Hold	3,190	–	–	0.01%	184
2025 Q3	$50.7K	Hold	3,190	–	–	0.01%	195
2025 Q2	$49.3K	Hold	3,190	–	–	0.01%	189
2025 Q1	$45.5K	Buy	+3,190	New	+$47.9K	0.01%	196

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

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

Mascoma Wealth Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 3,190 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #195.

Mascoma Wealth Management first reported a position in ETY in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.7K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Mascoma Wealth Management held 3,190 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $46.4K as of Q2 2026.
Mascoma 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 Mascoma Wealth Management's portfolio in Q2 2026, its #195 holding.
Mascoma Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 6 quarters since.
Mascoma Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $50.7K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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