NWF Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

NWF Advisory Services’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$665K	Sell	47,330 -820	-2%	-$11.8K	0.06%	184
2026 Q2	$700K	Buy	48,150 +5,279	+12%	+$77K	0.07%	177
2026 Q1	$591K	Sell	42,871 -4,798	-10%	-$70.9K	0.07%	184
2025 Q4	$731K	Sell	47,669 -97	-0.2%	-$1.5K	0.08%	157
2025 Q3	$759K	Buy	47,766 +965	+2%	+$15.2K	0.08%	161
2025 Q2	$724K	Sell	46,801 -198	-0.4%	-$2.84K	0.09%	158
2025 Q1	$670K	Buy	+46,999	New	+$705K	0.09%	144
2024 Q4	–	Sell	-46,776	Closed	-$685K	–	321
2024 Q3	$685K	Buy	46,776 +138	+0.3%	+$1.94K	0.1%	135
2024 Q2	$655K	Sell	46,638 -123	-0.3%	-$1.66K	0.1%	132
2024 Q1	$625K	Sell	46,761 -1,090	-2%	-$13.9K	0.1%	138
2023 Q4	$583K	Buy	47,851 +124	+0.3%	+$1.44K	0.12%	132
2023 Q3	$551K	Sell	47,727 -26	-0.1%	-$315	0.13%	126
2023 Q2	$595K	Hold	47,753	–	–	0.14%	122
2023 Q1	$595K	Buy	+47,753	New	+$552K	0.14%	122

Other funds holding ETY

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services's ETY Position: Q3 2026 in Review

NWF Advisory Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.7% in Q3 2026, selling an estimated $11.8K and leaving 47,330 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #184.

NWF Advisory Services first reported a position in ETY in Q1 2023 and has held it in 14 quarters since. The position peaked at $759K in Q3 2025. 39 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

NWF Advisory Services held 47,330 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $665K as of Q3 2026.
NWF Advisory Services sold 820 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $11.8K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.06% of NWF Advisory Services's portfolio in Q3 2026, its #184 holding.
NWF Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $759K in Q3 2025.
39 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.