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

SK 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
2025 Q3	–	Sell	-12,504	Closed	-$111K	–	85
2025 Q2	$111K	Buy	12,504 +288	+2%	+$2.38K	0.05%	79
2025 Q1	$91K	Buy	12,216 +284	+2%	+$2.38K	0.05%	73
2024 Q4	$97.5K	Buy	11,932 +94	+0.8%	+$794	0.05%	71
2024 Q3	$97.5K	Buy	+11,838	New	+$99.6K	0.05%	71

Other funds holding EXG

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

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SK Wealth Management's EXG Position: Q3 2025 in Review

SK Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 12,504 shares — an estimated $111K sold.

SK Wealth Management first reported a position in EXG in Q3 2024 and held it in 4 quarters. The position peaked at $111K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

SK Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
SK Wealth Management sold 12,504 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $111K.
SK Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and held it in 4 quarters.
SK Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $111K in Q2 2025.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on SK Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.