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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

EXG holding history

Eaton Vance Tax-Managed Global Diversified Equity Income Fund in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXG overviewAll 13F holders of EXGFull Q2 2026 holdings

Shares (Q2 2026)
18,527
Value
$160.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EXG by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,527$160.4K<0.1%−72−0.4%ReducedHolders
Q1 202618,599$177.2K<0.1%00.0%UnchangedHolders
Q4 202518,599$177.2K<0.1%+1,357+7.9%AddedHolders
Q3 202517,242$156.9K<0.1%00.0%UnchangedHolders
Q2 202517,242$150.9K<0.1%+6,100+54.7%AddedHolders
Q1 202511,142$90.7K<0.1%00.0%UnchangedHolders
Q4 202411,142$91.0K<0.1%−12,872−53.6%ReducedHolders
Q3 202424,014$209.4K<0.1%+12,872+115.5%AddedHolders
Q2 202411,142$94.2K<0.1%00.0%UnchangedHolders
Q1 202411,142$90.9K<0.1%00.0%UnchangedHolders
Q4 202311,142$86.0K<0.1%00.0%UnchangedHolders
Q3 202311,142$82.1K<0.1%+11,142NewHolders
Q2 20230$00.0%−77,720−100.0%Sold outHolders
Q1 202377,720$607.0K0.1%00.0%UnchangedHolders
Q4 202277,720$586.8K0.1%+4,620+6.3%AddedHolders
Q3 202273,100$530.0K0.1%00.0%UnchangedHolders
Q2 202273,100$564.0K0.1%−4,000−5.2%ReducedHolders
Q1 202277,100$749.0K0.2%+4,000+5.5%AddedHolders
Q4 202173,100$780.0K0.2%00.0%UnchangedHolders
Q3 202173,100$730.0K0.2%+5,000+7.3%AddedHolders
Q2 202168,100$695.0K0.2%+15,000+28.2%AddedHolders
Q1 202153,100$494.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.