Physician Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Physician Wealth Advisors’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
2026 Q2	$11.7K	Hold	495	–	–	﹤0.01%	826
2026 Q1	$9.96K	Hold	495	–	–	﹤0.01%	794
2025 Q4	$11.4K	Buy	+495	New	+$10.9K	﹤0.01%	732

Other funds holding ETG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Physician Wealth Advisors's ETG Position: Q2 2026 in Review

Physician Wealth Advisors held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 495 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Physician Wealth Advisors first reported a position in ETG in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Physician Wealth Advisors held 495 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $11.7K as of Q2 2026.
Physician Wealth Advisors left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #826 holding.
Physician Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.