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Eaton Vance Tax Managed Diversified Eq. shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 3.2k 15.90
2025-06-30 $49k 3.2k 15.47
2025-03-31 $46k 3.2k 14.26

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Invesco
LPL Financial
Principal Securities
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Matrix Private Capital Group
RFG Advisory
Advisor Group Holdings
Baird Financial
UBS Group
Ameriprise Financial
Stifel Financial

View all funds holding Eaton Vance Tax Managed Diversified Eq.