Silverlake Wealth Management
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Silverlake Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Silverlake Wealth Management’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$282K Buy
30,002
+373
+1% +$3.65K 0.05% 312
2026
Q2 		$291K Hold
29,629
– – 0.06% 307
2026
Q1 		$257K Hold
29,629
– – 0.05% 310
2025
Q4 		$282K Hold
29,629
– – 0.06% 274
2025
Q3 		$270K Hold
29,629
– – 0.07% 279
2025
Q2 		$259K Hold
29,629
– – 0.08% 268
2025
Q1 		$241K Hold
29,629
– – 0.09% 224
2024
Q4 		$242K Hold
29,629
– – 0.09% 229
2024
Q3 		$258K Hold
29,629
– – 0.1% 225
2024
Q2 		$250K Sell
29,629
-6,500
-18% -$53.3K 0.1% 218
2024
Q1 		$295K Hold
36,129
– – 0.15% 177
2023
Q4 		$279K Hold
36,129
– – 0.15% 170
2023
Q3 		$266K Hold
36,129
– – 0.15% 173
2023
Q2 		$286K Hold
36,129
– – 0.16% 155
2023
Q1 		$282K Hold
36,129
– – 0.17% 150
2022
Q4 		$273K Hold
36,129
– – 0.17% 153
2022
Q3 		$262K Hold
36,129
– – 0.18% 144
2022
Q2 		$279K Hold
36,129
– – 0.18% 141
2022
Q1 		$351K Hold
36,129
– – 0.2% 141
2021
Q4 		$385K Buy
+36,129
New +$377K 0.21% 119

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Silverlake Wealth Management's EXG Position: Q3 2026 in Review

Silverlake Wealth Management increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.3% in Q3 2026, buying an estimated $3.65K and bringing the position to 30,002 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #312.

Silverlake Wealth Management first reported a position in EXG in Q4 2021 and has held it in 20 quarters since. The position peaked at $385K in Q4 2021. 250 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Silverlake Wealth Management held 30,002 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $282K as of Q3 2026.
  • Silverlake Wealth Management bought 373 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $3.65K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.05% of Silverlake Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Silverlake Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $385K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.