VHAM
ETG

Van Hulzen Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Van Hulzen Asset Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-900
Closed -$16.4K – 537
2024
Q4 		$16.4K Buy
+900
New +$17.1K ﹤0.01% 712

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Van Hulzen Asset Management's ETG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2025, closing a stake of 900 shares — an estimated $16.4K sold.

Van Hulzen Asset Management first reported a position in ETG in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 98 funds tracked by Wall St. Rank hold ETG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 900 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2025, an estimated $16.4K.
  • Van Hulzen Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $16.4K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.