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

Morey & Quinn Wealth Partners’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	$1.04M	Sell	106,205 -5,300	-5%	-$49.7K	0.67%	38
2026 Q1	$966K	Hold	111,505	–	–	0.69%	35
2025 Q4	$1.06M	Buy	111,505 +7,318	+7%	+$67.3K	0.76%	32
2025 Q3	$948K	Hold	104,187	–	–	0.7%	34
2025 Q2	$912K	Buy	104,187 +10,415	+11%	+$86.2K	0.73%	34
2025 Q1	$763K	Buy	93,772 +5,400	+6%	+$45.2K	0.63%	37
2024 Q4	$722K	Buy	+88,372	New	+$746K	0.61%	37

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

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

Morey & Quinn Wealth Partners reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 4.8% in Q2 2026, selling an estimated $49.7K and leaving 106,205 shares worth $1.04M. The position accounts for 0.67% of the portfolio, ranked #38.

Morey & Quinn Wealth Partners first reported a position in EXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Morey & Quinn Wealth Partners held 106,205 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $1.04M as of Q2 2026.
Morey & Quinn Wealth Partners sold 5,300 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $49.7K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.67% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #38 holding.
Morey & Quinn Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.06M in Q4 2025.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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