PMG Family Office’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

PMG Family Office’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	$364K	Buy	37,093 +1,359	+4%	+$12.7K	0.34%	80
2026 Q1	$309K	Buy	35,734 +1,243	+4%	+$11.7K	0.35%	80
2025 Q4	$329K	Buy	34,491 +5	+0%	+$46	0.38%	78
2025 Q3	$314K	Buy	+34,486	New	+$306K	0.35%	83

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

PMG Family Office's EXG Position: Q2 2026 in Review

PMG Family Office increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 3.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 37,093 shares worth $364K. The position accounts for 0.34% of the portfolio, ranked #80.

PMG Family Office first reported a position in EXG in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

PMG Family Office held 37,093 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $364K as of Q2 2026.
PMG Family Office bought 1,359 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $12.7K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.34% of PMG Family Office's portfolio in Q2 2026, its #80 holding.
PMG Family Office first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.