Retirement Solution’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Retirement Solution’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 Q1	$140K	Buy	16,141 +342	+2%	+$3.21K	0.03%	53
2025 Q4	$151K	Buy	15,799 +332	+2%	+$3.05K	0.03%	56
2025 Q3	$141K	Sell	15,467 -3,226	-17%	-$28.6K	0.03%	43
2025 Q2	$164K	Buy	+18,693	New	+$155K	0.04%	38

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Retirement Solution's EXG Position: Q1 2026 in Review

Retirement Solution increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.2% in Q1 2026, buying an estimated $3.21K and bringing the position to 16,141 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #53.

Retirement Solution first reported a position in EXG in Q2 2025 and has held it in 4 quarters since. The position peaked at $164K in Q2 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Retirement Solution held 16,141 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $140K as of Q1 2026.
Retirement Solution bought 342 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $3.21K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.03% of Retirement Solution's portfolio in Q1 2026, its #53 holding.
Retirement Solution first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2025 and has held it in 4 quarters since.
Retirement Solution's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $164K in Q2 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.