Northwestern Mutual Wealth Management
ETG

Northwestern Mutual Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Northwestern Mutual Wealth Management’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 		$52.6K Hold
2,616
– – ﹤0.01% 2410
2025
Q4 		$60.4K Sell
2,616
-780
-23% -$17.1K ﹤0.01% 2329
2025
Q3 		$71.8K Sell
3,396
-4,181
-55% -$87.2K ﹤0.01% 2193
2025
Q2 		$159K Buy
7,577
+6,586
+665% +$126K ﹤0.01% 1838
2025
Q1 		$18.1K Hold
991
– – ﹤0.01% 2549
2024
Q4 		$18.1K Hold
991
– – ﹤0.01% 2546
2024
Q3 		$19.3K Buy
991
+780
+370% +$14.6K ﹤0.01% 2484
2024
Q2 		$3.93K Buy
+211
New +$3.81K ﹤0.01% 2931
2023
Q3 		– Sell
-2,114
Closed -$35.3K – 3354
2023
Q2 		$35.3K Buy
2,114
+39
+2% +$631 ﹤0.01% 2121
2023
Q1 		$33.5K Sell
2,075
-923
-31% -$14.8K ﹤0.01% 2083
2022
Q4 		$45.3K Sell
2,998
-4,004
-57% -$62.4K ﹤0.01% 1948
2022
Q3 		$106K Buy
7,002
+2,283
+48% +$39.4K ﹤0.01% 1623
2022
Q2 		$76K Buy
4,719
+72
+2% +$1.27K ﹤0.01% 1753
2022
Q1 		$95K Buy
4,647
+1,041
+29% +$21.3K ﹤0.01% 1730
2021
Q4 		$82K Buy
3,606
+57
+2% +$1.26K ﹤0.01% 1788
2021
Q3 		$76K Buy
3,549
+55
+2% +$1.18K ﹤0.01% 1747
2021
Q2 		$73K Buy
3,494
+347
+11% +$7.08K ﹤0.01% 1727
2021
Q1 		$60K Buy
3,147
+58
+2% +$1.07K ﹤0.01% 1666
2020
Q4 		$56K Sell
3,089
-4,878
-61% -$79.8K ﹤0.01% 1611
2020
Q3 		$118K Buy
7,967
+160
+2% +$2.42K ﹤0.01% 1212
2020
Q2 		$111K Buy
7,807
+7,704
+7,480% +$103K ﹤0.01% 1176
2020
Q1 		$1K Sell
103
-550
-84% -$8.98K ﹤0.01% 2379
2019
Q4 		$12K Hold
653
– – ﹤0.01% 1880
2019
Q3 		$11K Buy
653
+103
+19% +$1.66K ﹤0.01% 1896
2019
Q2 		$9K Hold
550
– – ﹤0.01% 1980
2019
Q1 		$9K Hold
550
– – ﹤0.01% 1968
2018
Q4 		$7K Hold
550
– – ﹤0.01% 1932
2018
Q3 		$10K Sell
550
-8,596
-94% -$152K ﹤0.01% 1923
2018
Q2 		$155K Sell
9,146
-162
-2% -$2.75K ﹤0.01% 843
2018
Q1 		$156K Buy
9,308
+4,123
+80% +$71.3K ﹤0.01% 805
2017
Q4 		$90K Buy
5,185
+83
+2% +$1.43K ﹤0.01% 955
2017
Q3 		$88K Buy
5,102
+81
+2% +$1.38K ﹤0.01% 923
2017
Q2 		$86K Buy
5,021
+81
+2% +$1.34K ﹤0.01% 931
2017
Q1 		$77K Sell
4,940
-20
-0.4% -$304 ﹤0.01% 909
2016
Q4 		$70K Buy
+4,960
New +$70.6K ﹤0.01% 926
2016
Q3 		– Sell
-4,676
Closed -$67K – 584
2016
Q2 		$67K Buy
4,676
+86
+2% +$1.25K ﹤0.01% 838
2016
Q1 		$66K Sell
4,590
-4,710
-51% -$65.8K ﹤0.01% 827
2015
Q4 		$144K Buy
9,300
+4,875
+110% +$78K ﹤0.01% 568
2015
Q3 		$65K Buy
+4,425
New +$71.5K ﹤0.01% 663
2015
Q2 		– Sell
-82
Closed -$1K – 1458
2015
Q1 		$1K Buy
+82
New +$1.35K ﹤0.01% 1447
2014
Q2 		– Sell
-640
Closed -$11K – 1286
2014
Q1 		$11K Sell
640
-2,060
-76% -$34.5K ﹤0.01% 852
2013
Q4 		$46K Buy
2,700
+2,147
+388% +$34.6K ﹤0.01% 619
2013
Q3 		$9K Buy
+553
New +$8.73K ﹤0.01% 896

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

Northwestern Mutual Wealth Management's ETG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q1 2026 at 2,616 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

Northwestern Mutual Wealth Management first reported a position in ETG in Q3 2013 and has held it in 43 quarters since. The position peaked at $159K in Q2 2025. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,616 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $52.6K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2410 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2013 and has held it in 43 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $159K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.