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

Smartleaf 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 Q3	$3.22K	Sell	228 -131	-36%	-$1.88K	﹤0.01%	2880
2026 Q2	$5.15K	Hold	359	–	–	﹤0.01%	2670
2026 Q1	$4.73K	Hold	359	–	–	﹤0.01%	2680
2025 Q4	$5.56K	Buy	359 +125	+53%	+$1.94K	﹤0.01%	2663
2025 Q3	$3.72K	Hold	234	–	–	﹤0.01%	2465
2025 Q2	$3.62K	Hold	234	–	–	﹤0.01%	2149
2025 Q1	$3.33K	Hold	234	–	–	﹤0.01%	2334
2024 Q4	$3.51K	Hold	234	–	–	﹤0.01%	2367
2024 Q3	$3.39K	Hold	234	–	–	﹤0.01%	2288
2024 Q2	$3.3K	Sell	234 -3,007	-93%	-$40.6K	﹤0.01%	2002
2024 Q1	$43.5K	Buy	3,241 +7	+0.2%	+$89	0.01%	710
2023 Q4	$39.3K	Buy	+3,234	New	+$37.4K	0.01%	573

Other funds holding ETY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Smartleaf Asset Management's ETY Position: Q3 2026 in Review

Smartleaf Asset Management reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 36% in Q3 2026, selling an estimated $1.88K and leaving 228 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Smartleaf Asset Management first reported a position in ETY in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.5K in Q1 2024. 174 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

Smartleaf Asset Management held 228 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $3.22K as of Q3 2026.
Smartleaf Asset Management sold 131 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $1.88K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2880 holding.
Smartleaf Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2023 and has held it in 12 quarters since.
Smartleaf Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $43.5K in Q1 2024.
174 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.