SWA
EXG icon

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

SOA Wealth Advisors’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
2026
Q2 		$54.1K Buy
5,518
+88
+2% +$825 0.01% 374
2026
Q1 		$47K Buy
5,430
+90
+2% +$845 0.01% 382
2025
Q4 		$50.9K Buy
5,340
+86
+2% +$791 0.01% 366
2025
Q3 		$47.8K Buy
5,254
+1,264
+32% +$11.2K 0.01% 385
2025
Q2 		$34.9K Buy
3,990
+92
+2% +$761 0.01% 419
2025
Q1 		$31.7K Buy
3,898
+91
+2% +$761 0.01% 398
2024
Q4 		$31.1K Buy
3,807
+89
+2% +$752 0.01% 390
2024
Q3 		$32.4K Buy
3,718
+84
+2% +$706 0.01% 383
2024
Q2 		$30.7K Buy
3,634
+85
+2% +$697 0.01% 378
2024
Q1 		$29K Buy
3,549
+98
+3% +$774 0.01% 382
2023
Q4 		$26.6K Buy
3,451
+77
+2% +$572 0.01% 379
2023
Q3 		$24.9K Buy
3,374
+70
+2% +$545 0.01% 381
2023
Q2 		$26.2K Buy
3,304
+69
+2% +$539 0.01% 385
2023
Q1 		$25.3K Buy
3,235
+69
+2% +$533 0.01% 382
2022
Q4 		$23.9K Buy
3,166
+78
+3% +$597 0.01% 380
2022
Q3 		$22K Buy
3,088
+68
+2% +$566 0.01% 366
2022
Q2 		$23K Buy
3,020
+51
+2% +$440 0.01% 358
2022
Q1 		$28K Buy
2,969
+45
+2% +$435 0.01% 396
2021
Q4 		$30K Buy
2,924
+43
+1% +$449 0.01% 377
2021
Q3 		$28K Sell
2,881
-1,292
-31% -$13.5K 0.01% 394
2021
Q2 		$42K Sell
4,173
-699
-14% -$6.89K 0.01% 325
2021
Q1 		$45K Buy
4,872
+10
+0.2% +$90 0.01% 283
2020
Q4 		$43K Buy
+4,862
New +$39.3K 0.01% 280

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SOA Wealth Advisors's EXG Position: Q2 2026 in Review

SOA Wealth Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.6% in Q2 2026, buying an estimated $825 and bringing the position to 5,518 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #374.

SOA Wealth Advisors first reported a position in EXG in Q4 2020 and has held it in 23 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • SOA Wealth Advisors held 5,518 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $54.1K as of Q2 2026.
  • SOA Wealth Advisors bought 88 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $825.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #374 holding.
  • SOA Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
  • 295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.