Prosperity Consulting Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Prosperity Consulting Group’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	$7.6M	Buy	774,470 +32,726	+4%	+$307K	0.29%	64
2026 Q1	$6.42M	Buy	741,744 +13,051	+2%	+$123K	0.29%	64
2025 Q4	$6.94M	Buy	728,693 +31,301	+4%	+$288K	0.31%	57
2025 Q3	$6.35M	Buy	697,392 +43,780	+7%	+$388K	0.31%	59
2025 Q2	$5.72M	Buy	653,612 +49,562	+8%	+$410K	0.42%	55
2025 Q1	$4.92M	Buy	604,050 +19,101	+3%	+$160K	0.38%	60
2024 Q4	$4.78M	Buy	584,949 +88,138	+18%	+$744K	0.36%	66
2024 Q3	$4.33M	Buy	+496,811	New	+$4.18M	0.34%	70

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

Prosperity Consulting Group's EXG Position: Q2 2026 in Review

Prosperity Consulting Group increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 4.4% in Q2 2026, buying an estimated $307K and bringing the position to 774,470 shares worth $7.6M. The position accounts for 0.29% of the portfolio, ranked #64.

Prosperity Consulting Group first reported a position in EXG in Q3 2024 and has held it in 8 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Prosperity Consulting Group held 774,470 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $7.6M as of Q2 2026.
Prosperity Consulting Group bought 32,726 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $307K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.29% of Prosperity Consulting Group's portfolio in Q2 2026, its #64 holding.
Prosperity Consulting Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.