EWA
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Evolution Wealth Advisors’s MSCI MSCI Stock Holding History

Evolution Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12
Closed -$7K – 453
2021
Q3 		$7K Hold
12
– – ﹤0.01% 457
2021
Q2 		$6K Sell
12
-21
-64% -$10K ﹤0.01% 482
2021
Q1 		$14K Buy
33
+21
+175% +$8.82K ﹤0.01% 359
2020
Q4 		$5K Hold
12
– – ﹤0.01% 451
2020
Q3 		$4K Hold
12
– – ﹤0.01% 465
2020
Q2 		$4K Buy
+12
New +$3.88K ﹤0.01% 396
2020
Q1 		– Sell
-96
Closed -$25K – 531
2019
Q4 		$25K Buy
96
+84
+700% +$20.5K 0.01% 206
2019
Q3 		$3K Hold
12
– – ﹤0.01% 372
2019
Q2 		$3K Buy
+12
New +$2.69K ﹤0.01% 355

Other funds holding MSCI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return