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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NWF Advisory Services's ETY Position: Q2 2026 in Review

NWF Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 12% in Q2 2026, buying an estimated $77K and bringing the position to 48,150 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #177.

NWF Advisory Services first reported a position in ETY in Q1 2023 and has held it in 13 quarters since. The position peaked at $759K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

NWF Advisory Services held 48,150 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $700K as of Q2 2026.
NWF Advisory Services bought 5,279 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $77K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of NWF Advisory Services's portfolio in Q2 2026, its #177 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 13 quarters since.
NWF Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $759K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.