MG
ETW

Mather Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Mather Group’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,040
Closed -$27.5K – 956
2025
Q3 		$27.5K Buy
+3,040
New +$26.9K ﹤0.01% 1051
2025
Q2 		– Sell
-3,040
Closed -$25.1K – 958
2025
Q1 		$25.1K Hold
3,040
– – ﹤0.01% 1042
2024
Q4 		$25.6K Hold
3,040
– – ﹤0.01% 1023
2024
Q3 		$26.4K Hold
3,040
– – ﹤0.01% 1010
2024
Q2 		$24.9K Hold
3,040
– – ﹤0.01% 1213
2024
Q1 		$23.6K Buy
+3,040
New +$24.1K ﹤0.01% 1030

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group's ETW Position: Q4 2025 in Review

Mather Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2025, closing a stake of 3,040 shares — an estimated $27.5K sold.

Mather Group first reported a position in ETW in Q1 2024 and held it in 6 quarters. The position peaked at $27.5K in Q3 2025. 173 funds tracked by Wall St. Rank hold ETW as of Q4 2025.

  • Mather Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 3,040 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2025, an estimated $27.5K.
  • Mather Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2024 and held it in 6 quarters.
  • Mather Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $27.5K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.