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Wealthspire Advisors (New York)’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-2,659
Closed -$24.2K – 1622
2025
Q3 		$24.2K Buy
+2,659
New +$23.6K ﹤0.01% 1580

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Wealthspire Advisors (New York)'s EXG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 2,659 shares — an estimated $24.2K sold.

Wealthspire Advisors (New York) first reported a position in EXG in Q3 2025 and held it in 1 quarter. The position peaked at $24.2K in Q3 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,659 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $24.2K.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $24.2K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.