IPWA
EIX icon

International Private Wealth Advisors’s Edison International EIX Stock Holding History

International Private Wealth Advisors’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$348K Sell
4,758
-2,593
-35% -$175K 0.21% 110
2025
Q4 		$441K Buy
7,351
+9
+0.1% +$516 0.28% 78
2025
Q3 		$406K Sell
7,342
-854
-10% -$46.1K 0.26% 85
2025
Q2 		$423K Buy
8,196
+2,650
+48% +$145K 0.36% 76
2025
Q1 		$327K Buy
5,546
+1,009
+22% +$58K 0.31% 98
2024
Q4 		$362K Buy
4,537
+91
+2% +$7.61K 0.36% 76
2024
Q3 		$387K Sell
4,446
-296
-6% -$24K 0.57% 46
2024
Q2 		$341K Buy
4,742
+35
+0.7% +$2.54K 0.57% 53
2024
Q1 		$333K Buy
+4,707
New +$322K 0.64% 56

Other funds holding EIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return