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Millstone Evans Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Millstone Evans 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 		$87.2K Hold
6,322
– – 0.05% 245
2025
Q4 		$97K Hold
6,322
– – 0.06% 233
2025
Q3 		$101K Hold
6,322
– – 0.06% 210
2025
Q2 		$97.8K Hold
6,322
– – 0.07% 202
2025
Q1 		$90.2K Hold
6,322
– – 0.06% 213
2024
Q4 		$94.5K Buy
+6,322
New +$94.1K 0.06% 203

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millstone Evans Group's ETY Position: Q1 2026 in Review

Millstone Evans Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 6,322 shares worth $87.2K. The position accounts for 0.05% of the portfolio, ranked #245.

Millstone Evans Group first reported a position in ETY in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Millstone Evans Group held 6,322 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $87.2K as of Q1 2026.
  • Millstone Evans 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 0.05% of Millstone Evans Group's portfolio in Q1 2026, its #245 holding.
  • Millstone Evans Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $101K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.