EWA
Evolution Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
64,527
-743
| -1% | -$61.4K | 0.78% | 24 |
|
|
2025
Q1 | $4.83M | Sell |
65,270
-3,362
| -5% | -$249K | 0.81% | 25 |
|
|
2024
Q4 | $4.95M | Buy |
68,632
+5,559
| +9% | +$401K | 0.83% | 24 |
|
|
2024
Q3 | $4.95M | Sell |
63,073
-2,065
| -3% | -$162K | 0.89% | 25 |
|
|
2024
Q2 | $4.69M | Sell |
65,138
-470
| -0.7% | -$33.8K | 0.91% | 27 |
|
|
2024
Q1 | $4.44M | Buy |
65,608
+928
| +1% | +$62.9K | 0.85% | 25 |
|
|
2023
Q4 | $4.31M | Sell |
64,680
-1,490
| -2% | -$99.2K | 0.87% | 28 |
|
|
2023
Q3 | $4.2M | Sell |
66,170
-840
| -1% | -$53.3K | 0.94% | 30 |
|
|
2023
Q2 | $4.45M | Sell |
67,010
-815
| -1% | -$54.1K | 0.98% | 27 |
|
|
2023
Q1 | $4.6M | Sell |
67,825
-750
| -1% | -$50.9K | 1.1% | 26 |
|
|
2022
Q4 | $4.44M | Buy |
68,575
+39,961
| +140% | +$2.59M | 1.12% | 26 |
|
|
2022
Q3 | $1.68M | Sell |
28,614
-30,902
| -52% | -$1.81M | 0.46% | 37 |
|
|
2022
Q2 | $4.12M | Sell |
59,516
-165
| -0.3% | -$11.4K | 1.04% | 25 |
|
|
2022
Q1 | $4.48M | Sell |
59,681
-41,655
| -41% | -$3.13M | 0.92% | 26 |
|
|
2021
Q4 | $8.38K | Sell |
101,336
-31,033
| -23% | -$2.57K | 1.27% | 18 |
|
|
2021
Q3 | $11.2M | Buy |
132,369
+7,185
| +6% | +$610K | 2.41% | 14 |
|
|
2021
Q2 | $11.8M | Buy |
125,184
+942
| +0.8% | +$89K | 2.4% | 15 |
|
|
2021
Q1 | $11.5M | Buy |
124,242
+25,570
| +26% | +$2.37M | 2.57% | 11 |
|
|
2020
Q4 | $8.84M | Buy |
98,672
+98,055
| +15,892% | +$8.79M | 1.99% | 16 |
|
|
2020
Q3 | $48K | Hold |
617
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $43K | Hold |
617
| – | – | 0.01% | 152 |
|
|
2020
Q1 | $37K | Hold |
617
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $45K | Hold |
617
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $41K | Buy |
+617
| New | +$41K | 0.02% | 59 |
|