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

Shaker Financial Services’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Sell
158,702
-209,837
-57% -$3.06M 0.72% 52
2026
Q1 		$5.08M Buy
368,539
+159,359
+76% +$2.35M 1.77% 11
2025
Q4 		$3.21M Buy
+209,180
New +$3.24M 1.02% 29
2025
Q1 		– Sell
-100,633
Closed -$1.5M – 161
2024
Q4 		$1.5M Sell
100,633
-109,887
-52% -$1.63M 0.58% 54
2024
Q3 		$3.08M Buy
210,520
+20,216
+11% +$284K 1.16% 27
2024
Q2 		$2.67M Buy
190,304
+105,880
+125% +$1.43M 1.08% 34
2024
Q1 		$1.13M Sell
84,424
-62,354
-42% -$795K 0.44% 73
2023
Q4 		$1.79M Buy
146,778
+69,942
+91% +$809K 0.73% 51
2023
Q3 		$887K Buy
76,836
+60,836
+380% +$738K 0.41% 80
2023
Q2 		$199K Buy
+16,000
New +$188K 0.09% 147
2022
Q3 		– Sell
-62,802
Closed -$712K – 162
2022
Q2 		$712K Buy
+62,802
New +$778K 0.35% 77
2021
Q2 		– Sell
-166,625
Closed -$2.13M – 168
2021
Q1 		$2.13M Buy
166,625
+114,464
+219% +$1.43M 0.85% 38
2020
Q4 		$639K Buy
+52,161
New +$606K 0.27% 105
2020
Q3 		– Sell
-91,178
Closed -$983K – 168
2020
Q2 		$983K Buy
91,178
+43,728
+92% +$453K 0.54% 64
2020
Q1 		$442K Buy
+47,450
New +$545K 0.3% 98
2019
Q2 		– Sell
-51,290
Closed -$580K – 128
2019
Q1 		$580K Sell
51,290
-46,895
-48% -$520K 0.29% 82
2018
Q4 		$1M Buy
98,185
+83,038
+548% +$953K 0.57% 51
2018
Q3 		$194K Buy
+15,147
New +$192K 0.09% 116
2017
Q1 		– Sell
-85,918
Closed -$889K – 118
2016
Q4 		$889K Buy
+85,918
New +$892K 0.53% 59
2016
Q3 		– Sell
-378,314
Closed -$3.94M – 121
2016
Q2 		$3.94M Buy
+378,314
New +$3.95M 2.73% 7
2015
Q2 		– Sell
-97,043
Closed -$1.1M – 127
2015
Q1 		$1.1M Buy
97,043
+65,488
+208% +$741K 0.68% 56
2014
Q4 		$352K Sell
31,555
-133,252
-81% -$1.52M 0.23% 99
2014
Q3 		$1.88M Buy
164,807
+74,581
+83% +$874K 1.22% 33
2014
Q2 		$1.06M Buy
+90,226
New +$1.03M 0.64% 52
2014
Q1 		– Sell
-24,500
Closed -$268K – 149
2013
Q4 		$268K Buy
24,500
+1,700
+7% +$18.1K 0.19% 122
2013
Q3 		$230K Buy
+22,800
New +$237K 0.17% 140

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

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

Shaker Financial Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 57% in Q2 2026, selling an estimated $3.06M and leaving 158,702 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #52.

Shaker Financial Services first reported a position in ETY in Q3 2013 and has held it in 26 quarters since. The position peaked at $5.08M in Q1 2026. 33 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Shaker Financial Services held 158,702 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2.31M as of Q2 2026.
  • Shaker Financial Services sold 209,837 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $3.06M.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.72% of Shaker Financial Services's portfolio in Q2 2026, its #52 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2013 and has held it in 26 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $5.08M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

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