IAG Wealth Partners’s Eaton ETN Stock Holding History

IAG Wealth Partners’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
2022 Q4	–	Sell	-7	Closed	-$1K	–	458
2022 Q3	$1K	Buy	+7	New	+$979	﹤0.01%	408
2020 Q1	–	Sell	-320	Closed	-$31K	–	432
2019 Q4	$31K	Buy	+320	New	+$28.4K	0.02%	143

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IAG Wealth Partners's ETN Position: Q4 2022 in Review

IAG Wealth Partners sold out of Eaton (ETN) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in ETN in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold ETN as of Q4 2022.

IAG Wealth Partners reported no remaining Eaton position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 7 Eaton shares in Q4 2022, an estimated $1K.
IAG Wealth Partners first reported a position in Eaton in Q4 2019 and held it in 2 quarters.
IAG Wealth Partners's Eaton position peaked at $31K in Q4 2019.
1,486 funds tracked by Wall St. Rank held Eaton as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.