Shaker Financial Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.71M | Sell |
206,902
-40,518
| -16% | -$339K | 0.54% | 69 |
|
|
2026
Q1 | $2.02M | Sell |
247,420
-166,683
| -40% | -$1.44M | 0.7% | 50 |
|
|
2025
Q4 | $3.65M | Buy |
414,103
+48,105
| +13% | +$424K | 1.16% | 21 |
|
|
2025
Q3 | $3.29M | Buy |
365,998
+62,074
| +20% | +$557K | 1.13% | 30 |
|
|
2025
Q2 | $2.75M | Sell |
303,924
-215,331
| -41% | -$1.86M | 1% | 31 |
|
|
2025
Q1 | $4.39M | Buy |
519,255
+236,285
| +84% | +$2.12M | 1.71% | 12 |
|
|
2024
Q4 | $2.63M | Buy |
282,970
+211,365
| +295% | +$1.96M | 1.01% | 29 |
|
|
2024
Q3 | $659K | Sell |
71,605
-138,310
| -66% | -$1.24M | 0.25% | 102 |
|
|
2024
Q2 | $1.84M | Sell |
209,915
-125,992
| -38% | -$1.07M | 0.75% | 46 |
|
|
2024
Q1 | $2.8M | Buy |
335,907
+126,348
| +60% | +$1.03M | 1.09% | 32 |
|
|
2023
Q4 | $1.64M | Buy |
209,559
+22,987
| +12% | +$178K | 0.67% | 58 |
|
|
2023
Q3 | $1.43M | Buy |
+186,572
| New | +$1.51M | 0.67% | 54 |
|
|
2023
Q2 | – | Sell |
-242,493
| Closed | -$1.93M | – | 167 |
|
|
2023
Q1 | $1.93M | Sell |
242,493
-160,603
| -40% | -$1.25M | 0.84% | 42 |
|
|
2022
Q4 | $3.02M | Buy |
+403,096
| New | +$3.29M | 1.41% | 17 |
|
|
2020
Q2 | – | Sell |
-30,290
| Closed | -$252K | – | 158 |
|
|
2020
Q1 | $252K | Buy |
+30,290
| New | +$273K | 0.17% | 132 |
|
|
2019
Q1 | – | Sell |
-198,779
| Closed | -$1.61M | – | 126 |
|
|
2018
Q4 | $1.61M | Buy |
+198,779
| New | +$1.82M | 0.91% | 39 |
|
|
2018
Q2 | – | Sell |
-127,177
| Closed | -$1.14M | – | 117 |
|
|
2018
Q1 | $1.14M | Buy |
127,177
+13,288
| +12% | +$124K | 0.55% | 61 |
|
|
2017
Q4 | $1.1M | Sell |
113,889
-196,262
| -63% | -$1.82M | 0.52% | 63 |
|
|
2017
Q3 | $2.92M | Buy |
310,151
+142,975
| +86% | +$1.35M | 1.55% | 19 |
|
|
2017
Q2 | $1.57M | Sell |
167,176
-10,033
| -6% | -$93.2K | 0.88% | 37 |
|
|
2017
Q1 | $1.61M | Sell |
177,209
-83,142
| -32% | -$776K | 0.91% | 41 |
|
|
2016
Q4 | $2.33M | Buy |
+260,351
| New | +$2.36M | 1.38% | 27 |
|
|
2015
Q4 | – | Sell |
-26,700
| Closed | -$256K | – | 107 |
|
|
2015
Q3 | $256K | Buy |
+26,700
| New | +$279K | 0.19% | 82 |
|
|
2015
Q2 | – | Sell |
-358,467
| Closed | -$3.88M | – | 126 |
|
|
2015
Q1 | $3.88M | Buy |
358,467
+75,904
| +27% | +$820K | 2.41% | 8 |
|
|
2014
Q4 | $3.01M | Buy |
+282,563
| New | +$3.22M | 1.93% | 11 |
|
|
2014
Q3 | – | Sell |
-74,189
| Closed | -$856K | – | 146 |
|
|
2014
Q2 | $856K | Buy |
+74,189
| New | +$840K | 0.52% | 68 |
|
|
2014
Q1 | – | Sell |
-23,364
| Closed | -$263K | – | 148 |
|
|
2013
Q4 | $263K | Buy |
+23,364
| New | +$261K | 0.18% | 123 |
|
Other funds holding ETJ
GC
AAM
Shaker Financial Services's ETJ Position: Q2 2026 in Review
Shaker Financial Services reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 16% in Q2 2026, selling an estimated $339K and leaving 206,902 shares worth $1.71M. The position accounts for 0.54% of the portfolio, ranked #69.
Shaker Financial Services first reported a position in ETJ in Q4 2013 and has held it in 27 quarters since. The position peaked at $4.39M in Q1 2025. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.
- Shaker Financial Services held 206,902 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.71M as of Q2 2026.
- Shaker Financial Services sold 40,518 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $339K.
- Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.54% of Shaker Financial Services's portfolio in Q2 2026, its #69 holding.
- Shaker Financial Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2013 and has held it in 27 quarters since.
- Shaker Financial Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $4.39M in Q1 2025.
- 121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.
Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.