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ETG

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return