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iShares MSCI EAFE Index Fund shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 3.0k 79.86
2023-12-31 $224k 3.0k 75.35
2023-09-30 $203k 2.9k 68.92
2021-09-30 $73k 935 78.07
2021-06-30 $35k 445 78.65

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Msci Eurzone Etf (EZU)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Evolution Wealth Advisors

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Index Fund