Northwestern Mutual Wealth Management
ETO

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

Northwestern Mutual Wealth Management’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.3K Hold
1,953
– – ﹤0.01% 2468
2026
Q1 		$52K Hold
1,953
– – ﹤0.01% 2417
2025
Q4 		$59.3K Buy
1,953
+53
+3% +$1.51K ﹤0.01% 2335
2025
Q3 		$52.4K Hold
1,900
– – ﹤0.01% 2304
2025
Q2 		$51.7K Hold
1,900
– – ﹤0.01% 2245
2025
Q1 		$46.7K Hold
1,900
– – ﹤0.01% 2199
2024
Q4 		$48K Hold
1,900
– – ﹤0.01% 2204
2024
Q3 		$50.4K Hold
1,900
– – ﹤0.01% 2149
2024
Q2 		$48.5K Hold
1,900
– – ﹤0.01% 2100
2024
Q1 		$47.5K Sell
1,900
-720
-27% -$17.5K ﹤0.01% 2100
2023
Q4 		$61.9K Buy
+2,620
New +$57.6K ﹤0.01% 1969
2023
Q3 		– Sell
-1,113
Closed -$25.6K – 3355
2023
Q2 		$25.6K Sell
1,113
-550
-33% -$12.3K ﹤0.01% 2231
2023
Q1 		$37K Sell
1,663
-1,700
-51% -$37.5K ﹤0.01% 2053
2022
Q4 		$70.4K Buy
3,363
+1,924
+134% +$41.3K ﹤0.01% 1794
2022
Q3 		$29K Sell
1,439
-1,191
-45% -$29K ﹤0.01% 2073
2022
Q2 		$58K Hold
2,630
– – ﹤0.01% 1862
2022
Q1 		$79K Buy
2,630
+1,000
+61% +$29.7K ﹤0.01% 1804
2021
Q4 		$53K Buy
1,630
+439
+37% +$13.9K ﹤0.01% 1962
2021
Q3 		$36K Hold
1,191
– – ﹤0.01% 2008
2021
Q2 		$35K Hold
1,191
– – ﹤0.01% 1970
2021
Q1 		$31K Hold
1,191
– – ﹤0.01% 1901
2020
Q4 		$30K Buy
+1,191
New +$27.2K ﹤0.01% 1809

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's ETO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q2 2026 at 1,953 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Northwestern Mutual Wealth Management first reported a position in ETO in Q4 2020 and has held it in 22 quarters since. The position peaked at $79K in Q1 2022. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,953 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $60.3K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2468 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $79K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.