LifeGoal Wealth Advisors’s Edison International EIX Stock Holding History

LifeGoal 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 Q2	$302K	Buy	4,058 +133	+3%	+$9.49K	0.14%	95
2026 Q1	$289K	Buy	+3,925	New	+$265K	0.17%	82

Other funds holding EIX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

LifeGoal Wealth Advisors's EIX Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Edison International (EIX) stake by 3.4% in Q2 2026, buying an estimated $9.49K and bringing the position to 4,058 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #95.

LifeGoal Wealth Advisors first reported a position in EIX in Q1 2026 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

LifeGoal Wealth Advisors held 4,058 shares of Edison International worth $302K as of Q2 2026.
LifeGoal Wealth Advisors bought 133 Edison International shares in Q2 2026, an estimated $9.49K.
Edison International made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #95 holding.
LifeGoal Wealth Advisors first reported a position in Edison International in Q1 2026 and has held it in 2 quarters since.
432 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.