CVA Family Office’s ENI E Stock Holding History

CVA Family Office’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1K	Hold	37	–	–	﹤0.01%	1512
2025 Q4	$1.4K	Hold	37	–	–	﹤0.01%	1044
2025 Q3	$1.29K	Hold	37	–	–	﹤0.01%	1082
2025 Q2	$1.2K	Hold	37	–	–	﹤0.01%	1068
2025 Q1	$1.14K	Hold	37	–	–	﹤0.01%	1081
2024 Q4	$1.01K	Buy	37 +2	+6%	+$59	﹤0.01%	1086
2024 Q3	$1.06K	Sell	35 -33	-49%	-$1.03K	﹤0.01%	1066
2024 Q2	$2.09K	Sell	68 -33	-33%	-$1.05K	﹤0.01%	952
2024 Q1	$3.2K	Hold	101	–	–	﹤0.01%	881
2023 Q4	$3.44K	Buy	+101	New	+$3.29K	﹤0.01%	850
2023 Q3	–	Sell	-35	Closed	-$1.01K	–	432
2023 Q2	$1.01K	Buy	+35	New	+$1.01K	﹤0.01%	947

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return