Morgan Stanley’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Morgan Stanley’s Portfolio ETO Stock Details ETO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.57M	Buy	171,578 +6,135	+4%	+$180K	﹤0.01%	4205
2025 Q4	$5.02M	Buy	165,443 +18,382	+12%	+$523K	﹤0.01%	4166
2025 Q3	$4.05M	Buy	147,061 +10,471	+8%	+$287K	﹤0.01%	4316
2025 Q2	$3.71M	Buy	136,590 +19,907	+17%	+$500K	﹤0.01%	4301
2025 Q1	$2.87M	Buy	116,683 +6,984	+6%	+$178K	﹤0.01%	4366
2024 Q4	$2.77M	Buy	109,699 +4,664	+4%	+$121K	﹤0.01%	4459
2024 Q3	$2.79M	Buy	105,035 +1,663	+2%	+$42.6K	﹤0.01%	4419
2024 Q2	$2.64M	Sell	103,372 -454	-0.4%	-$11.3K	﹤0.01%	4375
2024 Q1	$2.59M	Sell	103,826 -113,222	-52%	-$2.75M	﹤0.01%	4405
2023 Q4	$5.13M	Buy	217,048 +118,194	+120%	+$2.6M	﹤0.01%	4362
2023 Q3	$2.11M	Sell	98,854 -3,149	-3%	-$71.6K	﹤0.01%	4362
2023 Q2	$2.34M	Buy	102,003 +1,541	+2%	+$34.4K	﹤0.01%	4317
2023 Q1	$2.23M	Buy	100,462 +4,956	+5%	+$109K	﹤0.01%	4392
2022 Q4	$2M	Sell	95,506 -7,227	-7%	-$155K	﹤0.01%	4466
2022 Q3	$2.08M	Buy	102,733 +1,010	+1%	+$24.6K	﹤0.01%	4400
2022 Q2	$2.25M	Buy	101,723 +10,105	+11%	+$252K	﹤0.01%	4440
2022 Q1	$2.76M	Sell	91,618 -6,960	-7%	-$207K	﹤0.01%	4269
2021 Q4	$3.21M	Buy	98,578 +4,512	+5%	+$143K	﹤0.01%	4178
2021 Q3	$2.83M	Buy	94,066 +10,928	+13%	+$340K	﹤0.01%	4284
2021 Q2	$2.44M	Buy	83,138 +6,485	+8%	+$186K	﹤0.01%	4476
2021 Q1	$2.01M	Sell	76,653 -14,155	-16%	-$364K	﹤0.01%	4251
2020 Q4	$2.29M	Buy	90,808 +28,485	+46%	+$652K	﹤0.01%	4033
2020 Q3	$1.3M	Sell	62,323 -42,396	-40%	-$907K	﹤0.01%	4020
2020 Q2	$2.17M	Buy	104,719 +39,412	+60%	+$791K	﹤0.01%	3515
2020 Q1	$1.16M	Buy	65,307 +14,079	+27%	+$330K	﹤0.01%	3836
2019 Q4	$1.33M	Buy	51,228 +9,226	+22%	+$239K	﹤0.01%	4338
2019 Q3	$1.06M	Buy	42,002 +4,697	+13%	+$118K	﹤0.01%	4261
2019 Q2	$907K	Buy	37,305 +4,051	+12%	+$96.8K	﹤0.01%	4271
2019 Q1	$798K	Buy	33,254 +3,758	+13%	+$83.9K	﹤0.01%	4261
2018 Q4	$554K	Sell	29,496 -1,268	-4%	-$27.6K	﹤0.01%	4719
2018 Q3	$778K	Buy	30,764 +85	+0.3%	+$2.15K	﹤0.01%	4712
2018 Q2	$743K	Sell	30,679 -522	-2%	-$13.3K	﹤0.01%	4823
2018 Q1	$780K	Sell	31,201 -549	-2%	-$13.9K	﹤0.01%	4726
2017 Q4	$806K	Sell	31,750 -8,384	-21%	-$208K	﹤0.01%	4689
2017 Q3	$987K	Sell	40,134 -33,649	-46%	-$820K	﹤0.01%	4435
2017 Q2	$1.8M	Sell	73,783 -39,856	-35%	-$948K	﹤0.01%	3900
2017 Q1	$2.62M	Buy	113,639 +10,994	+11%	+$247K	﹤0.01%	3568
2016 Q4	$2.14M	Sell	102,645 -6,891	-6%	-$142K	﹤0.01%	3872
2016 Q3	$2.37M	Buy	109,536 +6,524	+6%	+$145K	﹤0.01%	3354
2016 Q2	$2.2M	Buy	103,012 +3,527	+4%	+$75.9K	﹤0.01%	3347
2016 Q1	$2.15M	Sell	99,485 -59,815	-38%	-$1.2M	﹤0.01%	3293
2015 Q4	$3.4M	Buy	159,300 +2,156	+1%	+$47.6K	﹤0.01%	3038
2015 Q3	$3.27M	Sell	157,144 -13,702	-8%	-$316K	﹤0.01%	3038
2015 Q2	$4M	Sell	170,846 -51,829	-23%	-$1.29M	﹤0.01%	2996
2015 Q1	$5.51M	Buy	222,675 +44,900	+25%	+$1.09M	﹤0.01%	2666
2014 Q4	$4.32M	Sell	177,775 -631	-0.4%	-$15.8K	﹤0.01%	2862
2014 Q3	$4.41M	Buy	178,406 +17,607	+11%	+$448K	﹤0.01%	2738
2014 Q2	$4.17M	Buy	160,799 +7,531	+5%	+$187K	﹤0.01%	2824
2014 Q1	$3.71M	Buy	153,268 +6,047	+4%	+$145K	﹤0.01%	2856
2013 Q4	$3.61M	Buy	147,221 +4,284	+3%	+$102K	﹤0.01%	2884
2013 Q3	$3.23M	Sell	142,937 -18,434	-11%	-$423K	﹤0.01%	2844
2013 Q2	$3.62M	Buy	+161,371	New	+$3.75M	﹤0.01%	2628

Other funds holding ETO

KIM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AAM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's ETO Position: Q1 2026 in Review

Morgan Stanley increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 3.7% in Q1 2026, buying an estimated $180K and bringing the position to 171,578 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

Morgan Stanley first reported a position in ETO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.51M in Q1 2015. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Morgan Stanley held 171,578 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $4.57M as of Q1 2026.
Morgan Stanley bought 6,135 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $180K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4205 holding.
Morgan Stanley first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $5.51M in Q1 2015.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.