Summit Investment Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Summit Investment Advisory Services’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	$160K	Buy	16,270 +333	+2%	+$3.12K	0.04%	89
2026 Q1	$138K	Buy	15,937 +335	+2%	+$3.15K	0.05%	81
2025 Q4	$149K	Buy	15,602 +325	+2%	+$2.99K	0.06%	82
2025 Q3	$139K	Buy	15,277 +332	+2%	+$2.94K	0.06%	75
2025 Q2	$131K	Buy	14,945 +344	+2%	+$2.85K	0.06%	70
2025 Q1	$119K	Buy	14,601 +341	+2%	+$2.85K	0.06%	67
2024 Q4	$117K	Buy	14,260 +331	+2%	+$2.8K	0.06%	70
2024 Q3	$121K	Buy	+13,929	New	+$117K	0.06%	71
2024 Q2	–	Sell	-13,293	Closed	-$108K	–	58
2024 Q1	$108K	Buy	13,293 +273	+2%	+$2.15K	0.06%	68
2023 Q4	$101K	Buy	13,020 +286	+2%	+$2.13K	0.06%	64
2023 Q3	$93.8K	Buy	12,734 +268	+2%	+$2.09K	0.07%	54
2023 Q2	$98.7K	Buy	12,466 +174	+1%	+$1.36K	0.07%	57
2023 Q1	$96K	Hold	12,292	–	–	0.07%	53
2022 Q4	$92.8K	Buy	+12,292	New	+$94.1K	0.11%	51

Other funds holding EXG

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

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

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

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Summit Investment Advisory Services's EXG Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.1% in Q2 2026, buying an estimated $3.12K and bringing the position to 16,270 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #89.

Summit Investment Advisory Services first reported a position in EXG in Q4 2022 and has held it in 14 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Summit Investment Advisory Services held 16,270 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $160K as of Q2 2026.
Summit Investment Advisory Services bought 333 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $3.12K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of Summit Investment Advisory Services's portfolio in Q2 2026, its #89 holding.
Summit Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.