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Smallwood Wealth Investment Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Smallwood Wealth Investment 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 		$35.4K Hold
2,437
– – 0.02% 219
2026
Q1 		$33.6K Hold
2,437
– – 0.02% 216
2025
Q4 		$37.4K Hold
2,437
– – 0.02% 202
2025
Q3 		$38.8K Hold
2,437
– – 0.02% 203
2025
Q2 		$37.7K Hold
2,437
– – 0.02% 195
2025
Q1 		$34.8K Buy
+2,437
New +$36.6K 0.02% 195

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smallwood Wealth Investment Management's ETY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 2,437 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #219.

Smallwood Wealth Investment Management first reported a position in ETY in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.8K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,437 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $35.4K as of Q2 2026.
  • Smallwood Wealth Investment 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 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #219 holding.
  • Smallwood Wealth Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $38.8K 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 Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.