NewEdge Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

NewEdge Advisors’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Buy	18,436 +13,202	+252%	+$296K	﹤0.01%	2231
2026 Q1	$105K	Hold	5,234	–	–	﹤0.01%	2739
2025 Q4	$121K	Buy	5,234 +850	+19%	+$18.7K	﹤0.01%	2713
2025 Q3	$92.6K	Hold	4,384	–	–	﹤0.01%	2625
2025 Q2	$91.8K	Hold	4,384	–	–	﹤0.01%	2450
2025 Q1	$79.9K	Hold	4,384	–	–	﹤0.01%	2377
2024 Q4	$79.9K	Hold	4,384	–	–	﹤0.01%	2354
2024 Q3	$85.2K	Sell	4,384 -2,011	-31%	-$37.7K	﹤0.01%	2247
2024 Q2	$119K	Hold	6,395	–	–	﹤0.01%	2067
2024 Q1	$117K	Hold	6,395	–	–	﹤0.01%	2018
2023 Q4	$109K	Hold	6,395	–	–	﹤0.01%	1913
2023 Q3	$98.4K	Sell	6,395 -11,500	-64%	-$190K	﹤0.01%	1844
2023 Q2	$299K	Sell	17,895 -927	-5%	-$15K	﹤0.01%	1451
2023 Q1	$299K	Buy	18,822 +911	+5%	+$14.6K	﹤0.01%	1381
2022 Q4	$174K	Sell	17,911 -196	-1%	-$3.06K	﹤0.01%	1231
2022 Q3	$274K	Buy	18,107 +900	+5%	+$15.5K	﹤0.01%	1251
2022 Q2	$277K	Buy	+17,207	New	+$304K	﹤0.01%	1246

Other funds holding ETG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's ETG Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 252% in Q2 2026, buying an estimated $296K and bringing the position to 18,436 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

NewEdge Advisors first reported a position in ETG in Q2 2022 and has held it in 17 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

NewEdge Advisors held 18,436 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $434K as of Q2 2026.
NewEdge Advisors bought 13,202 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $296K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2231 holding.
NewEdge Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2022 and has held it in 17 quarters since.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.