Wood Tarver Financial Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Wood Tarver Financial Group’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	-842	Closed	-$7K	–	303
2025 Q2	$7K	Hold	842	–	–	﹤0.01%	439
2025 Q1	$6.85K	Hold	842	–	–	﹤0.01%	438
2024 Q4	$6K	Buy	+842	New	+$7.11K	﹤0.01%	435

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

Wood Tarver Financial Group's EXG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 842 shares — an estimated $7K sold.

Wood Tarver Financial Group first reported a position in EXG in Q4 2024 and held it in 3 quarters. The position peaked at $7K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

Wood Tarver Financial Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 842 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $7K.
Wood Tarver Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $7K 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 Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.