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

Meridian Wealth 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	$176K	Hold	17,936	–	–	0.02%	208
2026 Q1	$155K	Hold	17,936	–	–	0.02%	199
2025 Q4	$171K	Hold	17,936	–	–	0.02%	181
2025 Q3	$163K	Hold	17,936	–	–	0.02%	183
2025 Q2	$157K	Hold	17,936	–	–	0.02%	177
2025 Q1	$146K	Hold	17,936	–	–	0.02%	167
2024 Q4	$147K	Hold	17,936	–	–	0.02%	173
2024 Q3	$156K	Hold	17,936	–	–	0.03%	174
2024 Q2	$152K	Hold	17,936	–	–	0.03%	172
2024 Q1	$146K	Hold	17,936	–	–	0.03%	173
2023 Q4	$138K	Hold	17,936	–	–	0.03%	174
2023 Q3	$132K	Hold	17,936	–	–	0.03%	174
2023 Q2	$142K	Hold	17,936	–	–	0.03%	179
2023 Q1	$140K	Hold	17,936	–	–	0.04%	184
2022 Q4	$135K	Sell	17,936 -2,591	-13%	-$19.8K	0.03%	188
2022 Q3	$149K	Buy	20,527 +3,027	+17%	+$25.2K	0.04%	180
2022 Q2	$135K	Hold	17,500	–	–	0.04%	192
2022 Q1	$170K	Hold	17,500	–	–	0.04%	206
2021 Q4	$187K	Hold	17,500	–	–	0.05%	195
2021 Q3	$175K	Hold	17,500	–	–	0.05%	192
2021 Q2	$179K	Hold	17,500	–	–	0.05%	192
2021 Q1	$163K	Hold	17,500	–	–	0.05%	180
2020 Q4	$153K	Hold	17,500	–	–	0.06%	173
2020 Q3	$129K	Hold	17,500	–	–	0.06%	159
2020 Q2	$129K	Buy	+17,500	New	+$121K	0.06%	161
2020 Q1	–	Sell	-17,500	Closed	-$154K	–	152
2019 Q4	$154K	Hold	17,500	–	–	0.06%	160
2019 Q3	$144K	Hold	17,500	–	–	0.06%	149
2019 Q2	$145K	Hold	17,500	–	–	0.1%	125
2019 Q1	$142K	Hold	17,500	–	–	0.1%	122
2018 Q4	$131K	Buy	+17,500	New	+$149K	0.1%	145

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Meridian Wealth Advisors's EXG Position: Q2 2026 in Review

Meridian Wealth Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 17,936 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #208.

Meridian Wealth Advisors first reported a position in EXG in Q4 2018 and has held it in 30 quarters since. The position peaked at $187K in Q4 2021. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Meridian Wealth Advisors held 17,936 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $176K as of Q2 2026.
Meridian Wealth Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of Meridian Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Meridian Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $187K in Q4 2021.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.