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 Q2	$91.9K	Hold	6,322	–	–	0.05%	250
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millstone Evans Group's ETY Position: Q2 2026 in Review

Millstone Evans Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 6,322 shares worth $91.9K. The position accounts for 0.05% of the portfolio, ranked #250.

Millstone Evans Group first reported a position in ETY in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Millstone Evans Group held 6,322 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $91.9K as of Q2 2026.
Millstone Evans 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 0.05% of Millstone Evans Group's portfolio in Q2 2026, its #250 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 7 quarters since.
Millstone Evans Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $101K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.