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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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PS
Principal Securities
Des Moines, Iowa
$6.82B AUM
17.15%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MPCG
Matrix Private Capital Group
New York
$207M AUM
16.87%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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