EWM
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Executive Wealth Management’s Eaton ETN Stock Holding History

Executive Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.16M Buy
9,532
+916
+11% +$321K 0.25% 103
2024
Q3 		$2.86M Buy
8,616
+157
+2% +$48K 0.22% 95
2024
Q2 		$2.65M Buy
8,459
+7,594
+878% +$2.45M 0.49% 45
2024
Q1 		$270K Buy
865
+35
+4% +$9.57K 0.02% 206
2023
Q4 		$200K Buy
+830
New +$183K 0.02% 209
2019
Q3 		– Sell
-77
Closed -$6K – 338
2019
Q2 		$6K Hold
77
– – ﹤0.01% 683
2019
Q1 		$6K Sell
77
-27
-26% -$2.06K ﹤0.01% 616
2018
Q4 		$7K Buy
+104
New +$7.78K ﹤0.01% 621

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Executive Wealth Management's ETN Position: Q4 2024 in Review

Executive Wealth Management increased its Eaton (ETN) stake by 11% in Q4 2024, buying an estimated $321K and bringing the position to 9,532 shares worth $3.16M. The position accounts for 0.25% of the portfolio, ranked #103.

Executive Wealth Management first reported a position in ETN in Q4 2018 and has held it in 8 quarters since. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Executive Wealth Management held 9,532 shares of Eaton worth $3.16M as of Q4 2024.
  • Executive Wealth Management bought 916 Eaton shares in Q4 2024, an estimated $321K.
  • Eaton made up 0.25% of Executive Wealth Management's portfolio in Q4 2024, its #103 holding.
  • Executive Wealth Management first reported a position in Eaton in Q4 2018 and has held it in 8 quarters since.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.