Mercer Global Advisors
ETY icon

Mercer Global Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Mercer Global Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$861K Sell
59,223
-5,562
-9% -$81.1K ﹤0.01% 1860
2026
Q1 		$893K Sell
64,785
-3,135
-5% -$46.3K ﹤0.01% 1629
2025
Q4 		$1.04M Sell
67,920
-28,469
-30% -$442K ﹤0.01% 1426
2025
Q3 		$1.53M Buy
96,389
+71,528
+288% +$1.13M ﹤0.01% 1155
2025
Q2 		$385K Sell
24,861
-90
-0.4% -$1.29K ﹤0.01% 1707
2025
Q1 		$356K Buy
24,951
+7,596
+44% +$114K ﹤0.01% 1670
2024
Q4 		$259K Sell
17,355
-3,700
-18% -$55K ﹤0.01% 1835
2024
Q3 		$306K Buy
21,055
+1,457
+7% +$20.5K ﹤0.01% 1602
2024
Q2 		$275K Buy
19,598
+213
+1% +$2.87K ﹤0.01% 1619
2024
Q1 		$259K Buy
19,385
+1,152
+6% +$14.7K ﹤0.01% 1650
2023
Q4 		$222K Sell
18,233
-145
-0.8% -$1.68K ﹤0.01% 1776
2023
Q3 		$212K Sell
18,378
-2,804
-13% -$34K ﹤0.01% 1734
2023
Q2 		$264K Sell
21,182
-3,345
-14% -$39.3K ﹤0.01% 1583
2023
Q1 		$286K Buy
24,527
+5,237
+27% +$60.5K ﹤0.01% 1541
2022
Q4 		$209K Buy
19,290
+7,830
+68% +$89.9K ﹤0.01% 1691
2022
Q3 		$124K Buy
+11,460
New +$141K ﹤0.01% 1698

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 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 ETY Position: Q2 2026 in Review

Mercer Global Advisors reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.6% in Q2 2026, selling an estimated $81.1K and leaving 59,223 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Mercer Global Advisors first reported a position in ETY in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Mercer Global Advisors held 59,223 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $861K as of Q2 2026.
  • Mercer Global Advisors sold 5,562 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $81.1K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1860 holding.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Mercer Global Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.53M in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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