United Capital Financial Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

United Capital Financial Advisors’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	$147K	Buy	14,999 +286	+2%	+$2.68K	﹤0.01%	1571
2026 Q1	$127K	Buy	+14,713	New	+$138K	﹤0.01%	1585
2021 Q1	–	Sell	-10,723	Closed	-$94K	–	1201
2020 Q4	$94K	Sell	10,723 -3,200	-23%	-$25.9K	﹤0.01%	1156
2020 Q3	$102K	Buy	+13,923	New	+$106K	﹤0.01%	1114
2017 Q4	–	Sell	-12,464	Closed	-$117K	–	1322
2017 Q3	$117K	Buy	+12,464	New	+$115K	﹤0.01%	1272

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

United Capital Financial Advisors's EXG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 1.9% in Q2 2026, buying an estimated $2.68K and bringing the position to 14,999 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

United Capital Financial Advisors first reported a position in EXG in Q3 2017 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

United Capital Financial Advisors held 14,999 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $147K as of Q2 2026.
United Capital Financial Advisors bought 286 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $2.68K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1571 holding.
United Capital Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2017 and has held it in 5 quarters since.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.