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

SteelPeak Wealth’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
2025 Q3	–	Sell	-107,434	Closed	-$940K	–	612
2025 Q2	$940K	Sell	107,434 -5,512	-5%	-$45.6K	0.04%	269
2025 Q1	$919K	Sell	112,946 -58,283	-34%	-$488K	0.04%	266
2024 Q4	$1.4M	Buy	+171,229	New	+$1.45M	0.06%	209

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SteelPeak Wealth's EXG Position: Q3 2025 in Review

SteelPeak Wealth sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 107,434 shares — an estimated $940K sold.

SteelPeak Wealth first reported a position in EXG in Q4 2024 and held it in 3 quarters. The position peaked at $1.4M in Q4 2024. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

SteelPeak Wealth reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 107,434 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $940K.
SteelPeak Wealth first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 3 quarters.
SteelPeak Wealth's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.4M in Q4 2024.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.