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MWA
Monograph Wealth Advisors’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
Monograph Wealth Advisors’s Portfolio
ETY Stock Details
ETY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$248K
Sell
18,000
-295
-2%
-$4.36K
0.02%
131
2025
Q4
$281K
Buy
18,295
+3
+0%
+$47
0.03%
115
2025
Q3
$291K
Buy
18,292
+4
+0%
+$63
0.03%
122
2025
Q2
$283K
Buy
18,288
+3
+0%
+$43
0.03%
109
2025
Q1
$261K
Buy
18,285
+3
+0%
+$45
0.04%
97
2024
Q4
$273K
Buy
18,282
+3
+0%
+$45
0.04%
95
2024
Q3
$268K
Sell
18,279
-9,496
-34%
-$133K
0.03%
96
2024
Q2
$390K
Buy
27,775
+9,503
+52%
+$128K
0.06%
78
2024
Q1
$244K
Buy
18,272
+3
+0%
+$38
0.04%
142
2023
Q4
$223K
Buy
18,269
+3
+0%
+$35
0.04%
99
2023
Q3
$211K
Buy
18,266
+3
+0%
+$36
0.04%
115
2023
Q2
$228K
Buy
18,263
+3
+0%
+$35
0.05%
75
2023
Q1
$213K
Buy
+18,260
New
+$211K
0.05%
78
2022
Q3
–
Sell
-18,251
Closed
-$207K
–
71
2022
Q2
$207K
Buy
18,251
+2
+0%
+$25
0.06%
71
2022
Q1
$255K
Buy
18,249
+3
+0%
+$42
0.06%
73
2021
Q4
$275K
Buy
+18,246
New
+$267K
0.07%
71
Other funds holding ETY
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$1.66T AUM
25.57%
1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$12.6B AUM
27.3%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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