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

Merriman Wealth Management’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
2024
Q4 		– Sell
-20,267
Closed -$177K – 216
2024
Q3 		$177K Buy
+20,267
New +$170K 0.01% 209

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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merriman Wealth Management's EXG Position: Q4 2024 in Review

Merriman Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 20,267 shares — an estimated $177K sold.

Merriman Wealth Management first reported a position in EXG in Q3 2024 and held it in 1 quarter. The position peaked at $177K in Q3 2024. 277 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • Merriman Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 20,267 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $177K.
  • Merriman Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • Merriman Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $177K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.