Morey & Quinn Wealth Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Morey & Quinn Wealth Partners’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	$668K	Sell	45,926 -4,940	-10%	-$72.1K	0.43%	58
2026 Q1	$701K	Sell	50,866 -282	-0.6%	-$4.17K	0.5%	54
2025 Q4	$785K	Buy	51,148 +2,980	+6%	+$46.2K	0.56%	46
2025 Q3	$766K	Sell	48,168 -878	-2%	-$13.8K	0.56%	44
2025 Q2	$759K	Buy	49,046 +6,595	+16%	+$94.5K	0.61%	41
2025 Q1	$605K	Buy	42,451 +3,615	+9%	+$54.2K	0.5%	46
2024 Q4	$581K	Buy	+38,836	New	+$578K	0.49%	46

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

Morey & Quinn Wealth Partners's ETY Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 9.7% in Q2 2026, selling an estimated $72.1K and leaving 45,926 shares worth $668K. The position accounts for 0.43% of the portfolio, ranked #58.

Morey & Quinn Wealth Partners first reported a position in ETY in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Morey & Quinn Wealth Partners held 45,926 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $668K as of Q2 2026.
Morey & Quinn Wealth Partners sold 4,940 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $72.1K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.43% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #58 holding.
Morey & Quinn Wealth Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $785K in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.