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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
Q2 		$187K Hold
12,840
– – 0.09% 133
2026
Q1 		$177K Hold
12,840
– – 0.1% 126
2025
Q4 		$197K Buy
+12,840
New +$199K 0.11% 129

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Asset Management Group's ETY Position: Q2 2026 in Review

Milestone Asset Management Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 12,840 shares worth $187K. The position accounts for 0.09% of the portfolio, ranked #133.

Milestone Asset Management Group first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Milestone Asset Management Group held 12,840 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $187K as of Q2 2026.
  • Milestone Asset Management Group left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.09% of Milestone Asset Management Group's portfolio in Q2 2026, its #133 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 3 quarters since.
  • Milestone Asset Management Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $197K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.