ORG Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

ORG Partners’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$71.1K	Hold	3,076	–	–	0.01%	515
2025 Q3	$65K	Hold	3,076	–	–	0.01%	529
2025 Q2	$64.5K	Hold	3,076	–	–	0.01%	500
2025 Q1	$56K	Hold	3,076	–	–	0.01%	466
2024 Q4	$56.1K	Hold	3,076	–	–	0.01%	530
2024 Q3	$59.8K	Hold	3,076	–	–	0.01%	481
2024 Q2	$57.1K	Hold	3,076	–	–	0.01%	755
2024 Q1	$55.8K	Buy	+3,076	New	+$54.2K	0.11%	125
2023 Q4	–	Sell	-3,076	Closed	-$47.3K	–	1206
2023 Q3	$47.3K	Hold	3,076	–	–	0.01%	531
2023 Q2	$51.4K	Buy	+3,076	New	+$49.8K	0.01%	649

Other funds holding ETG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

KIM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ORG Partners's ETG Position: Q4 2025 in Review

ORG Partners held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q4 2025 at 3,076 shares worth $71.1K. The position accounts for 0.01% of the portfolio, ranked #515.

ORG Partners first reported a position in ETG in Q2 2023 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold ETG as of Q4 2025.

ORG Partners held 3,076 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $71.1K as of Q4 2025.
ORG Partners left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #515 holding.
ORG Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2023 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.