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Moors & Cabot’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Moors & Cabot’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
2025
Q2 		– Sell
-13,631
Closed -$194K – 911
2025
Q1 		$194K Buy
13,631
+3,460
+34% +$51.9K 0.01% 797
2024
Q4 		$152K Sell
10,171
-1,000
-9% -$14.9K 0.01% 832
2024
Q3 		$164K Sell
11,171
-400
-3% -$5.62K 0.01% 821
2024
Q2 		$163K Sell
11,571
-1,150
-9% -$15.5K 0.01% 785
2024
Q1 		$170K Sell
12,721
-355
-3% -$4.52K 0.01% 830
2023
Q4 		$159K Sell
13,076
-115
-0.9% -$1.33K 0.01% 782
2023
Q3 		$152K Sell
13,191
-1,700
-11% -$20.6K 0.01% 776
2023
Q2 		$186K Sell
14,891
-990
-6% -$11.6K 0.01% 761
2023
Q1 		$185K Sell
15,881
-1,774
-10% -$20.5K 0.01% 760
2022
Q4 		$192K Sell
17,655
-285
-2% -$3.27K 0.01% 748
2022
Q3 		$195K Sell
17,940
-7,877
-31% -$97.2K 0.01% 709
2022
Q2 		$293K Sell
25,817
-2,933
-10% -$36.4K 0.02% 569
2022
Q1 		$402K Buy
28,750
+1,543
+6% +$21.5K 0.02% 534
2021
Q4 		$409K Buy
27,207
+4,207
+18% +$61.5K 0.03% 523
2021
Q3 		$320K Buy
23,000
+2,582
+13% +$37K 0.02% 577
2021
Q2 		$287K Buy
20,418
+2,032
+11% +$27.6K 0.02% 578
2021
Q1 		$237K Buy
18,386
+4,561
+33% +$57K 0.02% 625
2020
Q4 		$168K Buy
13,825
+1,067
+8% +$12.4K 0.01% 672
2020
Q3 		$139K Sell
12,758
-4,761
-27% -$52.9K 0.01% 633
2020
Q2 		$189K Buy
+17,519
New +$181K 0.02% 579

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moors & Cabot's ETY Position: Q2 2025 in Review

Moors & Cabot sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 13,631 shares — an estimated $194K sold.

Moors & Cabot first reported a position in ETY in Q2 2020 and held it in 20 quarters. The position peaked at $409K in Q4 2021. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • Moors & Cabot reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 13,631 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $194K.
  • Moors & Cabot first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 20 quarters.
  • Moors & Cabot's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $409K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.