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WealthShield Partners’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

WealthShield Partners’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,315
Closed -$176K – 534
2024
Q4 		$176K Buy
16,315
+5,907
+57% +$66.2K 0.02% 294
2024
Q3 		$117K Sell
10,408
-32
-0.3% -$348 0.02% 335
2024
Q2 		$111K Sell
10,440
-124
-1% -$1.28K 0.02% 320
2024
Q1 		$110K Sell
10,564
-1,077
-9% -$10.9K 0.02% 315
2023
Q4 		$115K Sell
11,641
-1,101
-9% -$10.6K 0.02% 313
2023
Q3 		$120K Buy
12,742
+1,050
+9% +$10.4K 0.02% 322
2023
Q2 		$118K Sell
11,692
-270
-2% -$2.7K 0.02% 321
2023
Q1 		$119K Buy
11,962
+571
+5% +$5.73K 0.02% 319
2022
Q4 		$109K Sell
11,391
-261
-2% -$2.45K 0.02% 287
2022
Q3 		$103K Buy
11,652
+271
+2% +$2.67K 0.02% 288
2022
Q2 		$111K Buy
11,381
+1,139
+11% +$12K 0.02% 290
2022
Q1 		$116K Buy
+10,242
New +$118K 0.02% 328

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WealthShield Partners's BOE Position: Q1 2025 in Review

WealthShield Partners sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2025, closing a stake of 16,315 shares — an estimated $176K sold.

WealthShield Partners first reported a position in BOE in Q1 2022 and held it in 12 quarters. The position peaked at $176K in Q4 2024. 101 funds tracked by Wall St. Rank hold BOE as of Q1 2025.

  • WealthShield Partners reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • WealthShield Partners sold 16,315 BlackRock Enhanced Global Dividend Trust shares in Q1 2025, an estimated $176K.
  • WealthShield Partners first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2022 and held it in 12 quarters.
  • WealthShield Partners's BlackRock Enhanced Global Dividend Trust position peaked at $176K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.