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SJS Investment Consulting’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

SJS Investment Consulting’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 		$960 Buy
66
+1
+2% +$15 ﹤0.01% 2040
2026
Q1 		$892 Buy
65
+5
+8% +$74 ﹤0.01% 1520
2025
Q4 		$927 Sell
60
-7
-10% -$109 ﹤0.01% 1326
2025
Q3 		$1.06K Buy
67
+2
+3% +$31 ﹤0.01% 989
2025
Q2 		$1.01K Buy
+65
New +$932 ﹤0.01% 843

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PS
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SJS Investment Consulting's ETY Position: Q2 2026 in Review

SJS Investment Consulting increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.5% in Q2 2026, buying an estimated $15 and bringing the position to 66 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

SJS Investment Consulting first reported a position in ETY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06K in Q3 2025. 125 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • SJS Investment Consulting held 66 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $960 as of Q2 2026.
  • SJS Investment Consulting bought 1 Eaton Vance Tax-Managed Diversified Equity Income Fund share in Q2 2026, an estimated $15.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2040 holding.
  • SJS Investment Consulting first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • SJS Investment Consulting's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.06K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.