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Eaton Vance Tax-advntg Glbl Di shares owned by UMA Financial Services

Quarter-by-quarter ownership of Eaton Vance Tax-advntg Glbl Di (ETG) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Eaton Vance Tax-advntg Glbl Di

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All positions including Eaton Vance Tax-advntg Glbl Di held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax-advntg Glbl Di by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 495 23.10

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Eaton Vance Tax-advntg Glbl Di

UBS Group
Cornerstone Advisors
Wells Fargo & Company
McGowan Group Asset Management
Karpus Investment Management
LPL Financial
Ameriprise Financial
Raymond James Financial
Heron Bay Capital Management
Royal Bank of Canada
Steward Partners Investment Advisory
First Trust Advisors
Janney Montgomery Scott
Advisors Asset Management
Guggenheim Capital, LLC Managers

View all funds holding Eaton Vance Tax-advntg Glbl Di