EWA
Evolution Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
5,448
+7
| +0.1% | +$900 | 0.1% | 85 |
|
|
2025
Q1 | $633K | Hold |
5,441
| – | – | 0.11% | 81 |
|
|
2024
Q4 | $639K | Buy |
5,441
+10
| +0.2% | +$1.18K | 0.11% | 76 |
|
|
2024
Q3 | $649K | Hold |
5,431
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $610K | Buy |
5,431
+8
| +0.1% | +$899 | 0.12% | 73 |
|
|
2024
Q1 | $597K | Hold |
5,423
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $552K | Hold |
5,423
| – | – | 0.11% | 73 |
|
|
2023
Q3 | $501K | Hold |
5,423
| – | – | 0.11% | 76 |
|
|
2023
Q2 | $520K | Hold |
5,423
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $494K | Buy |
5,423
+2,263
| +72% | +$206K | 0.12% | 71 |
|
|
2022
Q4 | $268K | Buy |
+3,160
| New | +$268K | 0.07% | 104 |
|
|
2022
Q2 | – | Sell |
-2,160
| Closed | -$216K | – | 117 |
|
|
2022
Q1 | $216K | Hold |
2,160
| – | – | 0.04% | 109 |
|
|
2021
Q4 | $228 | Hold |
2,160
| – | – | 0.03% | 118 |
|
|
2021
Q3 | $216K | Hold |
2,160
| – | – | 0.05% | 103 |
|
|
2021
Q2 | $219K | Hold |
2,160
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $206K | Hold |
2,160
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $196K | Hold |
2,160
| – | – | 0.04% | 104 |
|
|
2020
Q3 | $173K | Hold |
2,160
| – | – | 0.05% | 109 |
|
|
2020
Q2 | $159K | Hold |
2,160
| – | – | 0.05% | 91 |
|
|
2020
Q1 | $135K | Buy |
+2,160
| New | +$135K | 0.05% | 75 |
|
|
2019
Q4 | – | Sell |
-2,160
| Closed | -$159K | – | 621 |
|
|
2019
Q3 | $159K | Buy |
+2,160
| New | +$159K | 0.08% | 35 |
|