Mercer Global Advisors
ETO

Mercer Global Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Mercer Global Advisors’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Sell
11,145
-10,667
-49% -$312K ﹤0.01% 2437
2025
Q4 		$662K Buy
21,812
+316
+1% +$8.99K ﹤0.01% 1686
2025
Q3 		$592K Buy
+21,496
New +$589K ﹤0.01% 1664

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors's ETO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 49% in Q1 2026, selling an estimated $312K and leaving 11,145 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Mercer Global Advisors first reported a position in ETO in Q3 2025 and has held it in 3 quarters since. The position peaked at $662K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Mercer Global Advisors held 11,145 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $297K as of Q1 2026.
  • Mercer Global Advisors sold 10,667 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $312K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2437 holding.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $662K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.