Moisand Fitzgerald Tamayo’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q4	–	Sell	-1,268	Closed	-$11.5K	–	532
2025 Q3	$11.5K	Buy	+1,268	New	+$11.2K	﹤0.01%	334
2022 Q3	–	Sell	-228	Closed	-$2K	–	750
2022 Q2	$2K	Sell	228 -228	-50%	-$1.97K	﹤0.01%	405
2022 Q1	$4K	Buy	+456	New	+$4.41K	﹤0.01%	286

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EXG Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 1,268 shares — an estimated $11.5K sold.

Moisand Fitzgerald Tamayo first reported a position in EXG in Q1 2022 and held it in 3 quarters. The position peaked at $11.5K in Q3 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,268 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $11.5K.
Moisand Fitzgerald Tamayo first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $11.5K in Q3 2025.
288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.