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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.8K	Hold	9,218	–	–	0.01%	258
2025 Q4	$87.8K	Hold	9,218	–	–	0.01%	250
2025 Q3	$83.9K	Hold	9,218	–	–	0.01%	271
2025 Q2	$80.7K	Sell	9,218 -4,199	-31%	-$34.8K	0.01%	273
2025 Q1	$109K	Sell	13,417 -241	-2%	-$2.02K	0.01%	232
2024 Q4	$112K	Buy	13,658 +241	+2%	+$2.04K	0.01%	236
2024 Q3	$117K	Hold	13,417	–	–	0.01%	255
2024 Q2	$113K	Hold	13,417	–	–	0.01%	230
2024 Q1	$109K	Hold	13,417	–	–	0.01%	237
2023 Q4	$104K	Hold	13,417	–	–	0.01%	244
2023 Q3	$98.9K	Hold	13,417	–	–	0.01%	226
2023 Q2	$106K	Hold	13,417	–	–	0.01%	227
2023 Q1	$105K	Hold	13,417	–	–	0.01%	224
2022 Q4	$101K	Hold	13,417	–	–	0.01%	227
2022 Q3	$97K	Hold	13,417	–	–	0.02%	215
2022 Q2	$103K	Hold	13,417	–	–	0.02%	210
2022 Q1	$130K	Buy	+13,417	New	+$130K	0.02%	205
2020 Q4	–	Hold	0	–	–	–	923
2020 Q3	–	Hold	0	–	–	–	872
2015 Q3	–	Sell	-15,230	Closed	-$148K	–	712
2015 Q2	$148K	Hold	15,230	–	–	0.11%	147
2015 Q1	$148K	Hold	15,230	–	–	0.1%	145
2014 Q4	$145K	Buy	15,230 +530	+4%	+$5.2K	0.11%	136
2014 Q3	$147K	Buy	14,700 +14,523	+8,205%	+$149K	0.13%	123
2014 Q2	$2K	Buy	+177	New	+$1.81K	﹤0.01%	757