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

Sachetta’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
2025 Q2	–	Sell	-1,055	Closed	-$8.59K	–	1132
2025 Q1	$8.59K	Hold	1,055	–	–	﹤0.01%	455
2024 Q4	$8.62K	Hold	1,055	–	–	﹤0.01%	472
2024 Q3	$9.2K	Hold	1,055	–	–	﹤0.01%	481
2024 Q2	$8.9K	Hold	1,055	–	–	﹤0.01%	468
2024 Q1	$8.14K	Hold	1,055	–	–	﹤0.01%	451
2023 Q4	$8.14K	Buy	+1,055	New	+$7.84K	﹤0.01%	451

Other funds holding EXG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sachetta's EXG Position: Q2 2025 in Review

Sachetta sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2025, closing a stake of 1,055 shares — an estimated $8.59K sold.

Sachetta first reported a position in EXG in Q4 2023 and held it in 6 quarters. The position peaked at $9.2K in Q3 2024. 274 funds tracked by Wall St. Rank hold EXG as of Q2 2025.

Sachetta reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
Sachetta sold 1,055 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2025, an estimated $8.59K.
Sachetta first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and held it in 6 quarters.
Sachetta's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $9.2K in Q3 2024.
274 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2025.

Based on Sachetta's 13F filing for Q2 2025, filed 23 Jul 2025.