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

Mission 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
2026 Q2	$321K	Buy	32,743 +5,529	+20%	+$51.8K	﹤0.01%	856
2026 Q1	$236K	Hold	27,214	–	–	﹤0.01%	667
2025 Q4	$259K	Hold	27,214	–	–	0.01%	639
2025 Q3	$248K	Hold	27,214	–	–	﹤0.01%	627
2025 Q2	$238K	Hold	27,214	–	–	0.01%	621
2025 Q1	$222K	Hold	27,214	–	–	0.01%	621
2024 Q4	$222K	Hold	27,214	–	–	0.01%	606
2024 Q3	$237K	Hold	27,214	–	–	0.01%	592
2024 Q2	$230K	Hold	27,214	–	–	0.01%	588
2024 Q1	$222K	Hold	27,214	–	–	0.01%	621
2023 Q4	$210K	Hold	27,214	–	–	0.01%	538
2023 Q3	$201K	Hold	27,214	–	–	0.01%	518
2023 Q2	$216K	Hold	27,214	–	–	0.01%	503
2023 Q1	$213K	Sell	27,214 -3,000	-10%	-$23.2K	0.01%	496
2022 Q4	$228K	Buy	30,214 +3,000	+11%	+$23K	0.01%	464
2022 Q3	$197K	Hold	27,214	–	–	0.01%	470
2022 Q2	$210K	Hold	27,214	–	–	0.01%	470
2022 Q1	$264K	Hold	27,214	–	–	0.01%	450
2021 Q4	$290K	Hold	27,214	–	–	0.01%	441
2021 Q3	$272K	Hold	27,214	–	–	0.01%	433
2021 Q2	$278K	Hold	27,214	–	–	0.01%	416
2021 Q1	$253K	Hold	27,214	–	–	0.01%	397
2020 Q4	$239K	Hold	27,214	–	–	0.02%	375
2020 Q3	$200K	Hold	27,214	–	–	0.02%	345
2020 Q2	$201K	Hold	27,214	–	–	0.02%	319
2020 Q1	$174K	Sell	27,214 -250	-0.9%	-$2.01K	0.02%	280
2019 Q4	$241K	Hold	27,464	–	–	0.02%	289
2019 Q3	$226K	Hold	27,464	–	–	0.02%	288
2019 Q2	$228K	Hold	27,464	–	–	0.03%	278
2019 Q1	$224K	Hold	27,464	–	–	0.03%	287
2018 Q4	$205K	Hold	27,464	–	–	0.03%	260
2018 Q3	$261K	Buy	27,464 +250	+0.9%	+$2.39K	0.03%	229
2018 Q2	$253K	Hold	27,214	–	–	0.04%	218
2018 Q1	$248K	Hold	27,214	–	–	0.04%	188
2017 Q4	$255K	Hold	27,214	–	–	0.04%	170
2017 Q3	$254K	Hold	27,214	–	–	0.05%	159
2017 Q2	$250K	Hold	27,214	–	–	0.05%	158
2017 Q1	$232K	Hold	27,214	–	–	0.05%	161
2016 Q4	$218K	Hold	27,214	–	–	0.04%	162
2016 Q3	$236K	Hold	27,214	–	–	0.06%	142
2016 Q2	$233K	Hold	27,214	–	–	0.06%	136
2016 Q1	$239K	Hold	27,214	–	–	0.06%	127
2015 Q4	$241K	Sell	27,214 -20	-0.1%	-$180	0.07%	116
2015 Q3	$226K	Hold	27,234	–	–	0.07%	116
2015 Q2	$264K	Buy	+27,234	New	+$271K	0.09%	105

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mission Wealth Management's EXG Position: Q2 2026 in Review

Mission Wealth Management increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 20% in Q2 2026, buying an estimated $51.8K and bringing the position to 32,743 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Mission Wealth Management first reported a position in EXG in Q2 2015 and has held it in 45 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Mission Wealth Management held 32,743 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $321K as of Q2 2026.
Mission Wealth Management bought 5,529 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $51.8K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #856 holding.
Mission Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2015 and has held it in 45 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.