Sax Wealth Advisors
EXG icon

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

Sax Wealth Advisors’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
Q3 		$111K Sell
11,813
-6,714
-36% -$65.6K ﹤0.01% 726
2026
Q2 		$160K Sell
18,527
-72
-0.4% -$675 0.01% 530
2026
Q1 		$177K Hold
18,599
– – 0.01% 474
2025
Q4 		$177K Buy
18,599
+1,357
+8% +$12.5K 0.01% 480
2025
Q3 		$157K Hold
17,242
– – 0.01% 433
2025
Q2 		$151K Buy
17,242
+6,100
+55% +$50.5K 0.01% 417
2025
Q1 		$90.7K Hold
11,142
– – 0.01% 358
2024
Q4 		$91K Sell
11,142
-12,872
-54% -$109K 0.01% 326
2024
Q3 		$209K Buy
24,014
+12,872
+116% +$108K 0.02% 272
2024
Q2 		$94.2K Hold
11,142
– – 0.01% 272
2024
Q1 		$90.9K Hold
11,142
– – 0.01% 188
2023
Q4 		$86K Hold
11,142
– – 0.01% 188
2023
Q3 		$82.1K Buy
+11,142
New +$86.8K 0.02% 177
2023
Q2 		– Sell
-77,720
Closed -$607K – 180
2023
Q1 		$607K Hold
77,720
– – 0.13% 93
2022
Q4 		$587K Buy
77,720
+4,620
+6% +$35.4K 0.14% 89
2022
Q3 		$530K Hold
73,100
– – 0.14% 91
2022
Q2 		$564K Sell
73,100
-4,000
-5% -$34.5K 0.14% 92
2022
Q1 		$749K Buy
77,100
+4,000
+5% +$38.7K 0.18% 71
2021
Q4 		$780K Hold
73,100
– – 0.16% 81
2021
Q3 		$730K Buy
73,100
+5,000
+7% +$52.1K 0.17% 77
2021
Q2 		$695K Buy
68,100
+15,000
+28% +$148K 0.24% 79
2021
Q1 		$494K Buy
+53,100
New +$477K 0.18% 91

Other funds holding EXG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Sax Wealth Advisors's EXG Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 36% in Q3 2026, selling an estimated $65.6K and leaving 11,813 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Sax Wealth Advisors first reported a position in EXG in Q1 2021 and has held it in 22 quarters since. The position peaked at $780K in Q4 2021. 165 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Sax Wealth Advisors held 11,813 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $111K as of Q3 2026.
  • Sax Wealth Advisors sold 6,714 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $65.6K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #726 holding.
  • Sax Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Sax Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $780K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.