Meeder Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Meeder Advisory Services’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,957	Closed	-$200K	–	755
2026 Q1	$200K	Hold	9,957	–	–	0.01%	664
2025 Q4	$230K	Hold	9,957	–	–	0.01%	602
2025 Q3	$210K	Buy	+9,957	New	+$208K	0.01%	587

Other funds holding ETG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meeder Advisory Services's ETG Position: Q2 2026 in Review

Meeder Advisory Services sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026, closing a stake of 9,957 shares — an estimated $200K sold.

Meeder Advisory Services first reported a position in ETG in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q4 2025. 140 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Meeder Advisory Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Meeder Advisory Services sold 9,957 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $200K.
Meeder Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2025 and held it in 3 quarters.
Meeder Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $230K in Q4 2025.
140 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.