YWM
ETG

Yukon Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Yukon Wealth Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,069
Closed -$493K – 118
2025
Q1 		$493K Buy
+27,069
New +$506K 0.2% 77

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Yukon Wealth Management's ETG Position: Q2 2025 in Review

Yukon Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2025, closing a stake of 27,069 shares — an estimated $493K sold.

Yukon Wealth Management first reported a position in ETG in Q1 2025 and held it in 1 quarter. The position peaked at $493K in Q1 2025. 108 funds tracked by Wall St. Rank hold ETG as of Q2 2025.

  • Yukon Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2025 after selling out during the quarter.
  • Yukon Wealth Management sold 27,069 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2025, an estimated $493K.
  • Yukon Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2025 and held it in 1 quarter.
  • Yukon Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $493K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2025.

Based on Yukon Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.