OneDigital Investment Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

OneDigital Investment Advisors’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,812	Closed	-$171K	–	1536
2025 Q3	$171K	Buy	+18,812	New	+$167K	﹤0.01%	1439
2019 Q3	–	Sell	-877	Closed	-$7K	–	748
2019 Q2	$7K	Hold	877	–	–	﹤0.01%	1002
2019 Q1	$7K	Hold	877	–	–	﹤0.01%	940
2018 Q4	$7K	Hold	877	–	–	﹤0.01%	905
2018 Q3	$8K	Hold	877	–	–	﹤0.01%	871
2018 Q2	$8K	Buy	+877	New	+$8.14K	﹤0.01%	1089

Other funds holding EXG

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

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

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

OneDigital Investment Advisors's EXG Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 18,812 shares — an estimated $171K sold.

OneDigital Investment Advisors first reported a position in EXG in Q2 2018 and held it in 6 quarters. The position peaked at $171K in Q3 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

OneDigital Investment Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 18,812 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $171K.
OneDigital Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $171K in Q3 2025.
288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.