Wealthcare Advisory Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-10,771	Closed	-$94.2K	–	1033
2025 Q2	$94.2K	Buy	+10,771	New	+$89.1K	﹤0.01%	954
2021 Q2	–	Sell	-4,122	Closed	-$38K	–	948
2021 Q1	$38K	Buy	+4,122	New	+$37K	﹤0.01%	967
2020 Q2	–	Sell	-4,122	Closed	-$26K	–	645
2020 Q1	$26K	Buy	4,122 +1,335	+48%	+$10.7K	﹤0.01%	657
2019 Q4	$24K	Hold	2,787	–	–	﹤0.01%	715
2019 Q3	$23K	Sell	2,787 -4,350	-61%	-$35.6K	﹤0.01%	711
2019 Q2	$59K	Sell	7,137 -660	-8%	-$5.37K	0.01%	469
2019 Q1	$63K	Sell	7,797 -1,200	-13%	-$9.49K	0.01%	417
2018 Q4	$67K	Hold	8,997	–	–	0.01%	376
2018 Q3	$85K	Buy	8,997 +1,720	+24%	+$16.5K	0.02%	363
2018 Q2	$68K	Buy	7,277 +2,490	+52%	+$23.1K	0.01%	400
2018 Q1	$44K	Buy	4,787 +2,787	+139%	+$25.9K	0.01%	427
2017 Q4	$19K	Buy	+2,000	New	+$18.7K	﹤0.01%	547

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthcare Advisory Partners's EXG Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 10,771 shares — an estimated $94.2K sold.

Wealthcare Advisory Partners first reported a position in EXG in Q4 2017 and held it in 12 quarters. The position peaked at $94.2K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

Wealthcare Advisory Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,771 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $94.2K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $94.2K in Q2 2025.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.