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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sax Wealth Advisors's EXG Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.39% in Q2 2026, selling an estimated $675 and leaving 18,527 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #530.

Sax Wealth Advisors first reported a position in EXG in Q1 2021 and has held it in 21 quarters since. The position peaked at $780K in Q4 2021. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Sax Wealth Advisors held 18,527 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $160K as of Q2 2026.
Sax Wealth Advisors sold 72 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $675.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #530 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 21 quarters since.
Sax Wealth Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $780K in Q4 2021.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.