Strategic Financial Concepts’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Strategic Financial Concepts’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 Q2	$198K	Buy	13,600 +300	+2%	+$4.38K	0.06%	230
2026 Q1	$183K	Buy	+13,300	New	+$196K	0.05%	286
2025 Q4	–	Sell	-15,335	Closed	-$244K	–	167
2025 Q3	$244K	Sell	15,335 -80	-0.5%	-$1.26K	0.04%	229
2025 Q2	$238K	Sell	15,415 -60	-0.4%	-$860	0.03%	240
2025 Q1	$221K	Hold	15,475	–	–	0.04%	304
2024 Q4	$231K	Sell	15,475 -3,375	-18%	-$50.2K	0.04%	295
2024 Q3	$276K	Sell	18,850 -238,830	-93%	-$3.35M	0.09%	190
2024 Q2	$18.9K	Buy	257,680 +238,180	+1,221%	+$3.21M	0.01%	342
2024 Q1	$261K	Buy	+19,500	New	+$249K	0.06%	252
2023 Q4	–	Sell	-19,650	Closed	-$227K	–	178
2023 Q3	$227K	Sell	19,650 -4,350	-18%	-$52.8K	0.08%	226
2023 Q2	$299K	Sell	24,000 -900	-4%	-$10.6K	0.11%	173
2023 Q1	$291K	Buy	+24,900	New	+$288K	0.12%	157

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Financial Concepts's ETY Position: Q2 2026 in Review

Strategic Financial Concepts increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2.3% in Q2 2026, buying an estimated $4.38K and bringing the position to 13,600 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #230.

Strategic Financial Concepts first reported a position in ETY in Q1 2023 and has held it in 12 quarters since. The position peaked at $299K in Q2 2023. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Strategic Financial Concepts held 13,600 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $198K as of Q2 2026.
Strategic Financial Concepts bought 300 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $4.38K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #230 holding.
Strategic Financial Concepts first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $299K in Q2 2023.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.