Mercer Global Advisors
ETV

Mercer Global Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Mercer Global Advisors’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
38,495
+7,040
+22% +$102K ﹤0.01% 2172
2026
Q1 		$430K Buy
31,455
+3,427
+12% +$49.3K ﹤0.01% 2100
2025
Q4 		$402K Sell
28,028
-39,067
-58% -$558K ﹤0.01% 2018
2025
Q3 		$956K Buy
67,095
+34,638
+107% +$483K ﹤0.01% 1408
2025
Q2 		$450K Sell
32,457
-3,906
-11% -$51.2K ﹤0.01% 1615
2025
Q1 		$480K Sell
36,363
-805
-2% -$11.3K ﹤0.01% 1495
2024
Q4 		$536K Buy
37,168
+6,854
+23% +$96.7K ﹤0.01% 1419
2024
Q3 		$414K Buy
30,314
+38
+0.1% +$511 ﹤0.01% 1450
2024
Q2 		$414K Sell
30,276
-9,556
-24% -$124K ﹤0.01% 1402
2024
Q1 		$515K Sell
39,832
-4,095
-9% -$52.1K ﹤0.01% 1260
2023
Q4 		$542K Buy
43,927
+3,085
+8% +$37.3K ﹤0.01% 1272
2023
Q3 		$489K Hold
40,842
– – ﹤0.01% 1264
2023
Q2 		$522K Sell
40,842
-1,066
-3% -$13.2K ﹤0.01% 1214
2023
Q1 		$529K Sell
41,908
-3,658
-8% -$46.8K ﹤0.01% 1175
2022
Q4 		$560K Sell
45,566
-76,921
-63% -$1.02M ﹤0.01% 1145
2022
Q3 		$1.61M Sell
122,487
-57,684
-32% -$849K 0.01% 684
2022
Q2 		$2.43M Buy
180,171
+116,829
+184% +$1.67M 0.01% 562
2022
Q1 		$989K Sell
63,342
-821
-1% -$12.8K 0.01% 900
2021
Q4 		$1.07M Buy
64,163
+22,500
+54% +$371K 0.01% 852
2021
Q3 		$666K Hold
41,663
– – ﹤0.01% 1031
2021
Q2 		$678K Sell
41,663
-24,470
-37% -$392K 0.01% 1008
2021
Q1 		$1.02M Sell
66,133
-1,022
-2% -$15.6K 0.01% 773
2020
Q4 		$1.03M Hold
67,155
– – 0.01% 594
2020
Q3 		$929K Sell
67,155
-27,019
-29% -$386K 0.01% 572
2020
Q2 		$1.33M Sell
94,174
-97,406
-51% -$1.31M 0.02% 421
2020
Q1 		$2.31M Buy
191,580
+8,042
+4% +$112K 0.05% 295
2019
Q4 		$2.74M Buy
+183,538
New +$2.74M 0.05% 277

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 22% in Q2 2026, buying an estimated $102K and bringing the position to 38,495 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Mercer Global Advisors first reported a position in ETV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.74M in Q4 2019. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Mercer Global Advisors held 38,495 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $572K as of Q2 2026.
  • Mercer Global Advisors bought 7,040 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $102K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2172 holding.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.74M in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

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