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

Wealth Enhancement 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	$400K	Buy	40,788 +25	+0.1%	+$234	﹤0.01%	2909
2026 Q1	$360K	Sell	40,763 -1,097	-3%	-$10.3K	﹤0.01%	2610
2025 Q4	$404K	Sell	41,860 -3,414	-8%	-$31.4K	﹤0.01%	2648
2025 Q3	$416K	Sell	45,274 -17,897	-28%	-$159K	﹤0.01%	2511
2025 Q2	$561K	Buy	63,171 +6,382	+11%	+$52.8K	﹤0.01%	2143
2025 Q1	$462K	Buy	56,789 +11,875	+26%	+$99.4K	﹤0.01%	2123
2024 Q4	$367K	Buy	44,914 +1,294	+3%	+$10.9K	﹤0.01%	2215
2024 Q3	$380K	Sell	43,620 -30	-0.1%	-$252	﹤0.01%	2018
2024 Q2	$369K	Buy	43,650 +24,033	+123%	+$197K	﹤0.01%	1837
2024 Q1	$160K	Buy	19,617 +4,628	+31%	+$36.5K	﹤0.01%	2240
2023 Q4	$116K	Sell	14,989 -22,856	-60%	-$170K	﹤0.01%	2159
2023 Q3	$279K	Buy	+37,845	New	+$295K	﹤0.01%	1785

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

Wealth Enhancement Advisory Services's EXG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.06% in Q2 2026, buying an estimated $234 and bringing the position to 40,788 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Wealth Enhancement Advisory Services first reported a position in EXG in Q3 2023 and has held it in 12 quarters since. The position peaked at $561K in Q2 2025. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Wealth Enhancement Advisory Services held 40,788 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $400K as of Q2 2026.
Wealth Enhancement Advisory Services bought 25 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $234.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2909 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $561K in Q2 2025.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.