SFS
ETJ

Shaker Financial Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Shaker Financial Services’s Portfolio ETJ Stock Details ETJ Fund Activity
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

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. 43 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.
  • 43 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.