Sound Income Strategies’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Sound Income Strategies’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	–	Sell	-41,604	Closed	-$368K	–	1065
2026 Q1	$368K	Hold	41,604	–	–	0.02%	292
2025 Q4	$398K	Buy	+41,604	New	+$383K	0.02%	288
2021 Q3	–	Sell	-933	Closed	-$10K	–	850
2021 Q2	$10K	Hold	933	–	–	﹤0.01%	477
2021 Q1	$8.68K	Hold	933	–	–	﹤0.01%	521
2020 Q4	$8K	Hold	933	–	–	﹤0.01%	497
2020 Q3	$7K	Hold	933	–	–	﹤0.01%	480
2020 Q2	$7K	Hold	933	–	–	﹤0.01%	452
2020 Q1	$6K	Hold	933	–	–	﹤0.01%	418
2019 Q4	$8K	Hold	933	–	–	﹤0.01%	369
2019 Q3	$8K	Hold	933	–	–	﹤0.01%	343
2019 Q2	$8K	Hold	933	–	–	﹤0.01%	359
2019 Q1	$8K	Hold	933	–	–	﹤0.01%	364
2018 Q4	$7K	Hold	933	–	–	﹤0.01%	389
2018 Q3	$9K	Hold	933	–	–	﹤0.01%	364
2018 Q2	$9K	Hold	933	–	–	0.01%	334
2018 Q1	$9K	Hold	933	–	–	0.01%	300
2017 Q4	$8K	Buy	+933	New	+$8.72K	0.01%	256

Other funds holding EXG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Sound Income Strategies's EXG Position: Q2 2026 in Review

Sound Income Strategies sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2026, closing a stake of 41,604 shares — an estimated $368K sold.

Sound Income Strategies first reported a position in EXG in Q4 2017 and held it in 17 quarters. The position peaked at $398K in Q4 2025. 213 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Sound Income Strategies reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 41,604 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $368K.
Sound Income Strategies first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 17 quarters.
Sound Income Strategies's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $398K in Q4 2025.
213 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.