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 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 $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q1 2026 at 1,953 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Northwestern Mutual Wealth Management first reported a position in ETO in Q4 2020 and has held it in 21 quarters since. The position peaked at $79K in Q1 2022. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Northwestern Mutual Wealth Management held 1,953 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $52K as of Q1 2026.
Northwestern Mutual Wealth Management left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2417 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 21 quarters since.
Northwestern Mutual Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $79K in Q1 2022.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

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