SFS
ETW

Shaker Financial Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Shaker Financial Services’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
259,227
+62,007
+31% +$579K 0.78% 45
2026
Q1 		$1.73M Sell
197,220
-40,112
-17% -$370K 0.6% 61
2025
Q4 		$2.19M Sell
237,332
-74,738
-24% -$679K 0.69% 54
2025
Q3 		$2.82M Sell
312,070
-137,241
-31% -$1.21M 0.97% 37
2025
Q2 		$3.89M Buy
449,311
+109,624
+32% +$899K 1.41% 18
2025
Q1 		$2.8M Sell
339,687
-27,937
-8% -$237K 1.09% 26
2024
Q4 		$3.1M Buy
367,624
+313,366
+578% +$2.68M 1.19% 21
2024
Q3 		$471K Sell
54,258
-310,650
-85% -$2.58M 0.18% 117
2024
Q2 		$3.02M Buy
364,908
+16,460
+5% +$133K 1.22% 27
2024
Q1 		$2.86M Sell
348,448
-42,007
-11% -$334K 1.11% 31
2023
Q4 		$3.03M Buy
390,455
+144,101
+58% +$1.09M 1.25% 25
2023
Q3 		$1.88M Sell
246,354
-16,873
-6% -$135K 0.88% 37
2023
Q2 		$2.16M Sell
263,227
-283,405
-52% -$2.3M 0.95% 34
2023
Q1 		$4.42M Buy
546,632
+28,796
+6% +$231K 1.93% 8
2022
Q4 		$4.02M Buy
517,836
+500,236
+2,842% +$4.07M 1.88% 10
2022
Q3 		$133K Sell
17,600
-278,960
-94% -$2.44M 0.07% 149
2022
Q2 		$2.46M Buy
+296,560
New +$2.66M 1.2% 29
2021
Q2 		– Sell
-16,493
Closed -$170K – 167
2021
Q1 		$170K Sell
16,493
-183,607
-92% -$1.81M 0.07% 157
2020
Q4 		$1.94M Buy
200,100
+158,573
+382% +$1.45M 0.81% 47
2020
Q3 		$355K Buy
+41,527
New +$367K 0.19% 117
2020
Q2 		– Sell
-460,811
Closed -$3.44M – 159
2020
Q1 		$3.44M Buy
460,811
+438,768
+1,991% +$4.1M 2.32% 7
2019
Q4 		$229K Sell
22,043
-94,730
-81% -$953K 0.11% 126
2019
Q3 		$1.13M Sell
116,773
-121,838
-51% -$1.17M 0.58% 53
2019
Q2 		$2.34M Sell
238,611
-91,447
-28% -$894K 1.21% 26
2019
Q1 		$3.23M Buy
330,058
+245,768
+292% +$2.39M 1.63% 17
2018
Q4 		$803K Buy
+84,290
New +$901K 0.45% 64
2015
Q1 		– Sell
-200,398
Closed -$2.21M – 136
2014
Q4 		$2.21M Buy
+200,398
New +$2.37M 1.41% 22

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shaker Financial Services's ETW Position: Q2 2026 in Review

Shaker Financial Services increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 31% in Q2 2026, buying an estimated $579K and bringing the position to 259,227 shares worth $2.5M. The position accounts for 0.78% of the portfolio, ranked #45.

Shaker Financial Services first reported a position in ETW in Q4 2014 and has held it in 27 quarters since. The position peaked at $4.42M in Q1 2023. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Shaker Financial Services held 259,227 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $2.5M as of Q2 2026.
  • Shaker Financial Services bought 62,007 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $579K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.78% of Shaker Financial Services's portfolio in Q2 2026, its #45 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2014 and has held it in 27 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4.42M in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.