HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

CIK 1484205 LONG BEACH, CA

Position in EXG

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$116,910

-$4,121 QoQ

Shares Held

13,500

+6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,281,580 across 14 Asset Management names. EXG ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHI	Calamos Convertible Opportunities & Income Fund	20,050	$215,337
2	HPI	John Hancock Preferred Income Fund	13,248	$207,861
3	CSQ	Calamos Strategic Total Return Fund	7,837	$134,169
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	13,500	$116,910
5	PDX	PIMCO Dynamic Income Strategy Fund	4,500	$99,270
6	JPC	Nuveen Preferred & Income Opportunities Fund	13,000	$98,020
7	PSLV	Sprott Physical Silver Trust	3,700	$90,243
8	PHYS	Sprott Physical Gold Trust	2,400	$85,056

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,910	13,500	+6.3%	Shares	Sole	2026-04-17
2025-12-31	$121,031	12,700	0.0%	Shares	Sole	2026-01-23
2025-09-30	$115,570	12,700	+30.9%	Shares	Sole	2025-10-16
2025-06-30	$84,875	9,700	-2.0%	Shares	Sole	2025-07-17
2025-03-31	$80,586	9,900	0.0%	Shares	Sole	2025-04-18
2024-12-31	$80,883	9,900	-2.0%	Shares	Sole	2025-07-17
2024-03-31	$82,456	10,105	-18.9%	Shares	Sole	2024-04-18
2023-12-31	$96,191	12,460	0.0%	Shares	Sole	2024-01-24
2023-09-30	$91,830	12,460	0.0%	Shares	Sole	2023-10-16
2023-06-30	$98,683	12,460	0.0%	Shares	Sole	2023-08-14
2023-03-31	$97,312	12,460	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.