Shikiar Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Shikiar Asset Management’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	$580K	Hold	39,865	–	–	0.15%	75
2026 Q1	$550K	Hold	39,865	–	–	0.16%	69
2025 Q4	$612K	Hold	39,865	–	–	0.15%	64
2025 Q3	$634K	Buy	+39,865	New	+$628K	0.16%	67

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shikiar Asset Management's ETY Position: Q2 2026 in Review

Shikiar Asset Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 39,865 shares worth $580K. The position accounts for 0.15% of the portfolio, ranked #75.

Shikiar Asset Management first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $634K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Shikiar Asset Management held 39,865 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $580K as of Q2 2026.
Shikiar Asset Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.15% of Shikiar Asset Management's portfolio in Q2 2026, its #75 holding.
Shikiar Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Shikiar Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $634K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.