Plante Moran Financial Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Plante Moran Financial Advisors’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	$41.3K	Hold	2,839	–	–	﹤0.01%	380
2026 Q1	$39.1K	Hold	2,839	–	–	﹤0.01%	348
2025 Q4	$43.5K	Buy	+2,839	New	+$44K	﹤0.01%	346
2025 Q1	–	Sell	-340	Closed	-$5.08K	–	845
2024 Q4	$5.08K	Buy	+340	New	+$5.06K	﹤0.01%	686
2015 Q1	–	Sell	-8,519	Closed	-$95K	–	740
2014 Q4	$95K	Sell	8,519 -860	-9%	-$9.83K	0.07%	189
2014 Q3	$107K	Sell	9,379 -480	-5%	-$5.63K	0.09%	161
2014 Q2	$115K	Buy	+9,859	New	+$112K	0.1%	134

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

Plante Moran Financial Advisors's ETY Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 2,839 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Plante Moran Financial Advisors first reported a position in ETY in Q2 2014 and has held it in 7 quarters since. The position peaked at $115K in Q2 2014. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Plante Moran Financial Advisors held 2,839 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $41.3K as of Q2 2026.
Plante Moran Financial Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #380 holding.
Plante Moran Financial Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2014 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $115K in Q2 2014.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.