SP
EXG icon

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

Successful Portfolios’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 		$238K Sell
24,394
-400
-2% -$3.75K 0.11% 166
2026
Q1 		$207K Sell
24,794
-3,000
-11% -$28.2K 0.11% 172
2025
Q4 		$270K Buy
27,794
+3,000
+12% +$27.6K 0.14% 144
2025
Q3 		$226K Hold
24,794
– – 0.13% 152
2025
Q2 		$217K Hold
24,794
– – 0.13% 156
2025
Q1 		$202K Hold
24,794
– – 0.14% 149
2024
Q4 		$203K Hold
24,794
– – 0.14% 152
2024
Q3 		$216K Hold
24,794
– – 0.15% 144
2024
Q2 		$210K Hold
24,794
– – 0.15% 145
2024
Q1 		$202K Hold
24,794
– – 0.14% 159
2023
Q4 		$191K Buy
+24,794
New +$184K 0.14% 160

Other funds holding EXG

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return