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
Q2 		– Sell
-11,145
Closed -$297K – 3693
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 $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors's ETO Position: Q2 2026 in Review

Mercer Global Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026, closing a stake of 11,145 shares — an estimated $297K sold.

Mercer Global Advisors first reported a position in ETO in Q3 2025 and held it in 3 quarters. The position peaked at $662K in Q4 2025. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Mercer Global Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 11,145 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $297K.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and held it in 3 quarters.
  • Mercer Global Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $662K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.