MWM
EXG icon

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

MGB 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
2025
Q4 		$532K Sell
55,822
-146
-0.3% -$1.34K 0.15% 121
2025
Q3 		$509K Hold
55,968
– – 0.14% 124
2025
Q2 		$490K Sell
55,968
-56,676
-50% -$469K 0.16% 125
2025
Q1 		$919K Buy
112,644
+56,322
+100% +$471K 0.33% 79
2024
Q4 		$460K Hold
56,322
– – 0.14% 125
2024
Q3 		$491K Hold
56,322
– – 0.18% 120
2024
Q2 		$489K Sell
56,322
-2,101
-4% -$17.2K 0.18% 116
2024
Q1 		$477K Hold
58,423
– – 0.19% 115
2023
Q4 		$451K Buy
+58,423
New +$434K 0.23% 117

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return