Redmont Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Redmont Wealth 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
2025 Q4	$78.8K	Hold	5,138	–	–	0.12%	75
2025 Q3	$81.7K	Hold	5,138	–	–	0.11%	84
2025 Q2	$79.5K	Hold	5,138	–	–	0.12%	79
2025 Q1	$73.3K	Buy	+5,138	New	+$77.1K	0.14%	70
2024 Q4	–	Sell	-6,488	Closed	-$95K	–	149
2024 Q3	$95K	Hold	6,488	–	–	0.15%	69
2024 Q2	$91.2K	Sell	6,488 -2,450	-27%	-$33.1K	0.14%	72
2024 Q1	$119K	Buy	+8,938	New	+$114K	0.17%	69

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Redmont Wealth Advisors's ETY Position: Q4 2025 in Review

Redmont Wealth Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q4 2025 at 5,138 shares worth $78.8K. The position accounts for 0.12% of the portfolio, ranked #75.

Redmont Wealth Advisors first reported a position in ETY in Q1 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2024. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

Redmont Wealth Advisors held 5,138 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $78.8K as of Q4 2025.
Redmont Wealth Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.12% of Redmont Wealth Advisors's portfolio in Q4 2025, its #75 holding.
Redmont Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and has held it in 7 quarters since.
Redmont Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $119K in Q1 2024.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.