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IFC Advisors’s Eaton ETN Stock Holding History

IFC Advisors’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
2026
Q2 		$855K Sell
2,007
-677
-25% -$273K 0.11% 97
2026
Q1 		$960K Sell
2,684
-239
-8% -$85.1K 0.14% 82
2025
Q4 		$931K Sell
2,923
-3
-0.1% -$1.06K 0.14% 89
2025
Q3 		$1.1M Sell
2,926
-56
-2% -$20.4K 0.2% 86
2025
Q2 		$1.06M Sell
2,982
-33
-1% -$10.2K 0.2% 91
2025
Q1 		$820K Sell
3,015
-166
-5% -$51.7K 0.17% 91
2024
Q4 		$1.06M Buy
+3,181
New +$1.12M 0.23% 86

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFC Advisors's ETN Position: Q2 2026 in Review

IFC Advisors reduced its Eaton (ETN) stake by 25% in Q2 2026, selling an estimated $273K and leaving 2,007 shares worth $855K. The position accounts for 0.11% of the portfolio, ranked #97.

IFC Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • IFC Advisors held 2,007 shares of Eaton worth $855K as of Q2 2026.
  • IFC Advisors sold 677 Eaton shares in Q2 2026, an estimated $273K.
  • Eaton made up 0.11% of IFC Advisors's portfolio in Q2 2026, its #97 holding.
  • IFC Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Eaton position peaked at $1.1M in Q3 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.