Milestone Asset Management Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Milestone Asset Management Group’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	$177K	Hold	12,840	–	–	0.1%	126
2025 Q4	$197K	Buy	+12,840	New	+$199K	0.11%	129

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 $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B 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 $570B AUM 27.57% 1-Year Est. Return

Milestone Asset Management Group's ETY Position: Q1 2026 in Review

Milestone Asset Management Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 12,840 shares worth $177K. The position accounts for 0.1% of the portfolio, ranked #126.

Milestone Asset Management Group first reported a position in ETY in Q4 2025 and has held it in 2 quarters since. The position peaked at $197K in Q4 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Milestone Asset Management Group held 12,840 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $177K as of Q1 2026.
Milestone Asset Management Group left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.1% of Milestone Asset Management Group's portfolio in Q1 2026, its #126 holding.
Milestone Asset Management Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 2 quarters since.
Milestone Asset Management Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $197K in Q4 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.