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Stephens Consulting’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-1,270
Closed -$18.1K – 1449
2025
Q1 		$18.1K Hold
1,270
– – ﹤0.01% 265
2024
Q4 		$19K Hold
1,270
– – ﹤0.01% 281
2024
Q3 		$18.6K Hold
1,270
– – ﹤0.01% 272
2024
Q2 		$17.8K Hold
1,270
– – 0.01% 277
2024
Q1 		$17K Hold
1,270
– – 0.01% 266
2023
Q4 		$15.5K Hold
1,270
– – 0.01% 278
2023
Q3 		$14.7K Hold
1,270
– – 0.01% 275
2023
Q2 		$15.8K Hold
1,270
– – 0.01% 265
2023
Q1 		$14.8K Hold
1,270
– – 0.01% 275
2022
Q4 		$13.8K Hold
1,270
– – 0.01% 261
2022
Q3 		$13.8K Hold
1,270
– – 0.01% 290
2022
Q2 		$14.4K Buy
+1,270
New +$15.7K 0.01% 276

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Consulting's ETY Position: Q2 2025 in Review

Stephens Consulting sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 1,270 shares — an estimated $18.1K sold.

Stephens Consulting first reported a position in ETY in Q2 2022 and held it in 12 quarters. The position peaked at $19K in Q4 2024. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • Stephens Consulting reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 1,270 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $18.1K.
  • Stephens Consulting first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2022 and held it in 12 quarters.
  • Stephens Consulting's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $19K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.