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

Plante Moran Financial Advisors’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.4K	Hold	9,218	–	–	﹤0.01%	263
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
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

Other funds holding EXG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Plante Moran Financial Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 9,218 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Plante Moran Financial Advisors first reported a position in EXG in Q2 2014 and has held it in 23 quarters since. The position peaked at $148K in Q2 2015. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Plante Moran Financial Advisors held 9,218 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $90.4K as of Q2 2026.
Plante Moran Financial Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #263 holding.
Plante Moran Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2014 and has held it in 23 quarters since.
Plante Moran Financial Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $148K in Q2 2015.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

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