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Evolution Wealth Advisors’s iShares MSCI China A ETF CNYA Stock Holding History

Evolution Wealth Advisors’s Portfolio CNYA Stock Details CNYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-110,673
Closed -$2.8M – 140
2024
Q2 		$2.8M Buy
110,673
+386
+0.3% +$10.2K 0.55% 40
2024
Q1 		$2.86M Sell
110,287
-2,097
-2% -$53K 0.55% 37
2023
Q4 		$2.9M Sell
112,384
-118,852
-51% -$3.21M 0.58% 40
2023
Q3 		$6.53M Sell
231,236
-95,475
-29% -$2.78M 1.46% 21
2023
Q2 		$9.53M Buy
326,711
+1,552
+0.5% +$48.3K 2.11% 12
2023
Q1 		$10.6M Sell
325,159
-5,380
-2% -$179K 2.55% 9
2022
Q4 		$10.3M Buy
330,539
+191,711
+138% +$5.89M 2.6% 10
2022
Q3 		$4.25M Buy
138,828
+13,693
+11% +$473K 1.17% 22
2022
Q2 		$4.76M Sell
125,135
-231,650
-65% -$8.06M 1.2% 21
2022
Q1 		$13.2M Buy
356,785
+6,226
+2% +$248K 2.71% 11
2021
Q4 		$15.3K Buy
+350,559
New +$15.2M 2.31% 14

Other funds holding CNYA

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's CNYA Position: Q3 2024 in Review

Evolution Wealth Advisors sold out of iShares MSCI China A ETF (CNYA) in Q3 2024, closing a stake of 110,673 shares — an estimated $2.8M sold.

Evolution Wealth Advisors first reported a position in CNYA in Q4 2021 and held it in 11 quarters. The position peaked at $13.2M in Q1 2022. 40 funds tracked by Wall St. Rank hold CNYA as of Q3 2024.

  • Evolution Wealth Advisors reported no remaining iShares MSCI China A ETF position as of Q3 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 110,673 iShares MSCI China A ETF shares in Q3 2024, an estimated $2.8M.
  • Evolution Wealth Advisors first reported a position in iShares MSCI China A ETF in Q4 2021 and held it in 11 quarters.
  • Evolution Wealth Advisors's iShares MSCI China A ETF position peaked at $13.2M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q3 2024.

Based on Evolution Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.