Evolution Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History

Evolution Wealth Advisors, LLC

$582 Million
Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 5,441 shares of ACWI stock, worth $671,745. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,441

Previous 5,441 -0.0%

Holding current value

$671,745

Previous $639,000 0.94%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$117.05 - $123.03 $1,170 - $1,230	10 Added 0.18%	5,441 $639,000
Q2 2024 Jul 18, 2024	BUY	$104.54 - $112.83 $836 - $902	8 Added 0.15%	5,431 $610,000
Q1 2023 May 02, 2023	BUY	$84.9 - $92.93 $192,128 - $210,300	2,263 Added 71.61%	5,423 $494,000
Q4 2022 Feb 07, 2023	BUY	$77.52 - $89.8 $244,963 - $283,768	3,160 New	3,160 $268,000
Q2 2022 Aug 02, 2022	SELL	$81.93 - $101.4 $176,968 - $219,024	-2,160 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$54.33 - $81.73 $117,352 - $176,536	2,160 New	2,160 $135,000
Q4 2019 Feb 03, 2020	SELL	$71.68 - $79.55 $154,828 - $171,828	-2,160 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$70.15 - $75.05 $151,524 - $162,108	2,160 New	2,160 $159,000

Others Institutions Holding ACWI

# of Institutions

770

Shares Held

76M

Call Options Held

248K

Put Options Held

388K

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Evolution Wealth Advisors, LLC Ishares Msci Acwi ETF Transaction History