Shaker Financial Services
ETW icon

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
Q3 		$1.59M Sell
167,447
-91,780
-35% -$886K 0.52% 72
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 		$3.22M 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

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IAIM
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Franklin Street Advisors
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CK
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D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Indivisible Partners
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PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Shaker Financial Services's ETW Position: Q3 2026 in Review

Shaker Financial Services reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 35% in Q3 2026, selling an estimated $886K and leaving 167,447 shares worth $1.59M. The position accounts for 0.52% of the portfolio, ranked #72.

Shaker Financial Services first reported a position in ETW in Q4 2014 and has held it in 28 quarters since. The position peaked at $4.42M in Q1 2023. 61 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

  • Shaker Financial Services held 167,447 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $1.59M as of Q3 2026.
  • Shaker Financial Services sold 91,780 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2026, an estimated $886K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.52% of Shaker Financial Services's portfolio in Q3 2026, its #72 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 28 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4.42M in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.