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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWF Advisory Services's ETY Position: Q1 2026 in Review

NWF Advisory Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 10% in Q1 2026, selling an estimated $70.9K and leaving 42,871 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #184.

NWF Advisory Services first reported a position in ETY in Q1 2023 and has held it in 12 quarters since. The position peaked at $759K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

NWF Advisory Services held 42,871 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $591K as of Q1 2026.
NWF Advisory Services sold 4,798 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $70.9K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of NWF Advisory Services's portfolio in Q1 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 12 quarters since.
NWF Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $759K in Q3 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.