EWA
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Evolution Wealth Advisors’s Dow Inc DOW Stock Holding History

Evolution Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-81
Closed -$5K – 286
2021
Q3 		$5K Hold
81
– – ﹤0.01% 503
2021
Q2 		$5K Hold
81
– – ﹤0.01% 506
2021
Q1 		$5K Hold
81
– – ﹤0.01% 520
2020
Q4 		$4K Hold
81
– – ﹤0.01% 473
2020
Q3 		$4K Hold
81
– – ﹤0.01% 457
2020
Q2 		$3K Buy
+81
New +$2.96K ﹤0.01% 429
2020
Q1 		– Sell
-96
Closed -$5K – 397
2019
Q4 		$5K Buy
+96
New +$4.96K ﹤0.01% 394
2019
Q3 		– Sell
-128
Closed -$6K – 507
2019
Q2 		$6K Buy
+128
New +$6.76K ﹤0.01% 235

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return