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Eaton Vance Tax-Managed Global Dive Eq shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Eaton Vance Tax-Managed Global Dive Eq (EXG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Eaton Vance Tax-Managed Global Dive Eq

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax-Managed Global Dive Eq held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax-Managed Global Dive Eq by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $605k 69k 8.75
2024-12-31 $111k 14k 8.17
2022-03-31 $98k 10k 9.74
2017-12-31 $188k 20k 9.40

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Top funds holding Eaton Vance Tax-Managed Global Dive Eq

Morgan Stanley
Invesco
LPL Financial
Raymond James Financial
Karpus Investment Management
Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
Stifel Financial
BBK Capital Partners
Ameriprise Financial
Cohen & Steers Capital Management

View all funds holding Eaton Vance Tax-Managed Global Dive Eq