EWA
Evolution Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Hold |
8,254
| – | – | 0.13% | 79 |
|
|
2025
Q1 | $795K | Hold |
8,254
| – | – | 0.13% | 70 |
|
|
2024
Q4 | $832K | Sell |
8,254
-250
| -3% | -$25.2K | 0.14% | 67 |
|
|
2024
Q3 | $843K | Sell |
8,504
-250
| -3% | -$24.8K | 0.15% | 63 |
|
|
2024
Q2 | $845K | Hold |
8,754
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $783K | Sell |
8,754
-245
| -3% | -$21.9K | 0.15% | 67 |
|
|
2023
Q4 | $725K | Hold |
8,999
| – | – | 0.15% | 66 |
|
|
2023
Q3 | $659K | Hold |
8,999
| – | – | 0.15% | 63 |
|
|
2023
Q2 | $684K | Hold |
8,999
| – | – | 0.15% | 60 |
|
|
2023
Q1 | $630K | Buy |
8,999
+5,644
| +168% | +$395K | 0.15% | 57 |
|
|
2022
Q4 | $215K | Buy |
+3,355
| New | +$215K | 0.05% | 114 |
|