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Root Financial Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Root Financial Partners’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 		– Sell
-125
Closed -$1.19K – 3499
2025
Q4 		$1.19K Hold
125
– – ﹤0.01% 2073
2025
Q3 		$1.14K Buy
+125
New +$1.11K ﹤0.01% 2035

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Root Financial Partners's EXG Position: Q1 2026 in Review

Root Financial Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 125 shares — an estimated $1.19K sold.

Root Financial Partners first reported a position in EXG in Q3 2025 and held it in 2 quarters. The position peaked at $1.19K in Q4 2025. 296 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

  • Root Financial Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 125 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $1.19K.
  • Root Financial Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.19K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.