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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
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 		$3.31K 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smartleaf Asset Management's ETY Position: Q1 2026 in Review

Smartleaf Asset Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 359 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Smartleaf Asset Management first reported a position in ETY in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.5K in Q1 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Smartleaf Asset Management held 359 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $4.73K as of Q1 2026.
  • Smartleaf Asset Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2680 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 10 quarters since.
  • Smartleaf Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $43.5K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.