Plante Moran Financial Advisors, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1424717
SOUTHFIELD, MI
Position in EXG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$90,428
+$10,601 QoQ
Shares Held
9,218
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 296 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. EXG ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
This page
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
|
255 | $28,384 |
All Filings in EXG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,428 | 9,218 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $79,827 | 9,218 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $87,847 | 9,218 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $83,883 | 9,218 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $80,657 | 9,218 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $109,214 | 13,417 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $111,585 | 13,658 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $116,996 | 13,417 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $113,373 | 13,417 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $109,482 | 13,417 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $103,579 | 13,417 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $98,883 | 13,417 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $106,262 | 13,417 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $104,786 | 13,417 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $101,298 | 13,417 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $97,273 | 13,417 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $103,445 | 13,417 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $130,279 | 13,417 | Shares | Sole | 2022-05-06 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||