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Syverson Strege & Co’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-21,138
Closed -$172K – 169
2025
Q1 		$172K Buy
21,138
+22
+0.1% +$184 0.06% 79
2024
Q4 		$173K Buy
21,116
+21
+0.1% +$177 0.06% 78
2024
Q3 		$184K Buy
21,095
+20
+0.1% +$168 0.06% 69
2024
Q2 		$178K Buy
21,075
+21
+0.1% +$172 0.06% 76
2024
Q1 		$172K Buy
21,054
+23
+0.1% +$182 0.06% 71
2023
Q4 		$162K Buy
21,031
+19
+0.1% +$141 0.06% 69
2023
Q3 		$155K Buy
21,012
+5
+0% +$39 0.07% 60
2023
Q2 		$166K Buy
21,007
+17
+0.1% +$133 0.07% 62
2023
Q1 		$164K Buy
20,990
+16
+0.1% +$124 0.07% 67
2022
Q4 		$158K Buy
20,974
+18
+0.1% +$138 0.07% 72
2022
Q3 		$152K Buy
20,956
+19
+0.1% +$158 0.08% 73
2022
Q2 		$161K Buy
20,937
+5,744
+38% +$49.5K 0.06% 76
2022
Q1 		$148K Sell
15,193
-2,273
-13% -$22K 0.16% 71
2021
Q4 		$186K Buy
17,466
+14
+0.1% +$146 0.14% 69
2021
Q3 		$174K Buy
17,452
+13
+0.1% +$135 0.14% 67
2021
Q2 		$178K Buy
17,439
+16,776
+2,530% +$165K 0.16% 59
2021
Q1 		$6K Buy
663
+14
+2% +$126 0.01% 214
2020
Q4 		$6K Buy
+649
New +$5.25K 0.01% 197

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Syverson Strege & Co's EXG Position: Q2 2025 in Review

Syverson Strege & Co sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2025, closing a stake of 21,138 shares — an estimated $172K sold.

Syverson Strege & Co first reported a position in EXG in Q4 2020 and held it in 18 quarters. The position peaked at $186K in Q4 2021. 274 funds tracked by Wall St. Rank hold EXG as of Q2 2025.

  • Syverson Strege & Co reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 21,138 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2025, an estimated $172K.
  • Syverson Strege & Co first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and held it in 18 quarters.
  • Syverson Strege & Co's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $186K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2025.

Based on Syverson Strege & Co's 13F filing for Q2 2025, filed 4 Aug 2025.