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

Waverly 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	$170K	Hold	17,292	–	–	﹤0.01%	1646
2026 Q1	$150K	Buy	17,292 +1,331	+8%	+$12.5K	﹤0.01%	1513
2025 Q4	$152K	Buy	15,961 +150	+0.9%	+$1.38K	﹤0.01%	1406
2025 Q3	$144K	Hold	15,811	–	–	﹤0.01%	1241
2025 Q2	$138K	Sell	15,811 -506	-3%	-$4.19K	﹤0.01%	1155
2025 Q1	$133K	Buy	16,317 +2,331	+17%	+$19.5K	﹤0.01%	1077
2024 Q4	$114K	Buy	+13,986	New	+$118K	﹤0.01%	963

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

Waverly Advisors's EXG Position: Q2 2026 in Review

Waverly Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 17,292 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Waverly Advisors first reported a position in EXG in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Waverly Advisors held 17,292 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $170K as of Q2 2026.
Waverly Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1646 holding.
Waverly Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 7 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.