Mosaic Family Wealth Partners’s Eaton ETN Stock Holding History

Mosaic Family 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
2025 Q1	–	Sell	-671	Closed	-$223K	–	218
2024 Q4	$223K	Buy	+671	New	+$236K	0.03%	191

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mosaic Family Wealth Partners's ETN Position: Q1 2025 in Review

Mosaic Family Wealth Partners sold out of Eaton (ETN) in Q1 2025, closing a stake of 671 shares — an estimated $223K sold.

Mosaic Family Wealth Partners first reported a position in ETN in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 2,189 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

Mosaic Family Wealth Partners reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 671 Eaton shares in Q1 2025, an estimated $223K.
Mosaic Family Wealth Partners first reported a position in Eaton in Q4 2024 and held it in 1 quarter.
Mosaic Family Wealth Partners's Eaton position peaked at $223K in Q4 2024.
2,189 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.