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

Mercer Global Advisors’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
106,788
-57,141
-35% -$536K ﹤0.01% 1711
2026
Q1 		$1.42M Buy
163,929
+144,337
+737% +$1.36M ﹤0.01% 1374
2025
Q4 		$187K Sell
19,592
-533
-3% -$4.9K ﹤0.01% 2589
2025
Q3 		$183K Buy
20,125
+592
+3% +$5.25K ﹤0.01% 2413
2025
Q2 		$171K Sell
19,533
-4,799
-20% -$39.7K ﹤0.01% 2103
2025
Q1 		$198K Sell
24,332
-13,734
-36% -$115K ﹤0.01% 1983
2024
Q4 		$311K Sell
38,066
-3,463
-8% -$29.3K ﹤0.01% 1717
2024
Q3 		$358K Sell
41,529
-5,374
-11% -$45.2K ﹤0.01% 1531
2024
Q2 		$396K Buy
46,903
+102
+0.2% +$836 ﹤0.01% 1432
2024
Q1 		$382K Buy
46,801
+1,159
+3% +$9.15K ﹤0.01% 1428
2023
Q4 		$352K Sell
45,642
-52
-0.1% -$386 ﹤0.01% 1515
2023
Q3 		$337K Sell
45,694
-6,467
-12% -$50.4K ﹤0.01% 1455
2023
Q2 		$413K Sell
52,161
-543
-1% -$4.25K ﹤0.01% 1326
2023
Q1 		$412K Sell
52,704
-13,611
-21% -$105K ﹤0.01% 1308
2022
Q4 		$501K Buy
66,315
+9,642
+17% +$73.8K ﹤0.01% 1204
2022
Q3 		$411K Sell
56,673
-2,596
-4% -$21.6K ﹤0.01% 1229
2022
Q2 		$457K Buy
59,269
+6,370
+12% +$54.9K ﹤0.01% 1194
2022
Q1 		$514K Sell
52,899
-14,871
-22% -$144K ﹤0.01% 1220
2021
Q4 		$723K Buy
67,770
+1,473
+2% +$15.4K ﹤0.01% 1033
2021
Q3 		$662K Sell
66,297
-1,650
-2% -$17.2K ﹤0.01% 1036
2021
Q2 		$693K Buy
67,947
+5,812
+9% +$57.3K 0.01% 995
2021
Q1 		$578K Buy
+62,135
New +$558K 0.01% 1021

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Mercer Global Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 35% in Q2 2026, selling an estimated $536K and leaving 106,788 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Mercer Global Advisors first reported a position in EXG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.42M in Q1 2026. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Mercer Global Advisors held 106,788 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $1.05M as of Q2 2026.
  • Mercer Global Advisors sold 57,141 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $536K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1711 holding.
  • Mercer Global Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.42M in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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