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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's ETY Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 2,839 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Plante Moran Financial Advisors first reported a position in ETY in Q2 2014 and has held it in 6 quarters since. The position peaked at $115K in Q2 2014. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Plante Moran Financial Advisors held 2,839 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $39.1K as of Q1 2026.
  • Plante Moran Financial Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #348 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 6 quarters since.
  • Plante Moran Financial Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $115K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.