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McCarley & Cook Financial Planners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$85.6K Hold
9,094
– – 0.06% 78
2026
Q2 		$89.2K Hold
9,094
– – 0.07% 74
2026
Q1 		$78.8K Hold
9,094
– – 0.07% 79
2025
Q4 		$86.7K Buy
+9,094
New +$83.6K 0.08% 69

Other funds holding EXG

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

McCarley & Cook Financial Planners's EXG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 9,094 shares worth $85.6K. The position accounts for 0.06% of the portfolio, ranked #78.

McCarley & Cook Financial Planners first reported a position in EXG in Q4 2025 and has held it in 4 quarters since. The position peaked at $89.2K in Q2 2026. 89 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • McCarley & Cook Financial Planners held 9,094 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $85.6K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.06% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #78 holding.
  • McCarley & Cook Financial Planners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $89.2K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.