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MPWM Advisory Solutions’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

MPWM Advisory Solutions’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
2025
Q3 		– Sell
-10,000
Closed -$87.5K – 523
2025
Q2 		$87.5K Hold
10,000
– – 0.06% 122
2025
Q1 		$81.4K Hold
10,000
– – 0.06% 110
2024
Q4 		$81.7K Buy
+10,000
New +$84.5K 0.06% 118

Other funds holding EXG

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Invesco
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MPWM Advisory Solutions's EXG Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 10,000 shares — an estimated $87.5K sold.

MPWM Advisory Solutions first reported a position in EXG in Q4 2024 and held it in 3 quarters. The position peaked at $87.5K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 10,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $87.5K.
  • MPWM Advisory Solutions first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 3 quarters.
  • MPWM Advisory Solutions's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $87.5K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.