Ownership history in Evolution Wealth Advisors, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in ISHARES TR (MCHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,565 | -3,357 | -48.5% | 0.03% | $235K | $65.05 |
| 2024 Q2 | ADDED | 6,922 | +225 | +3.4% | 0.06% | $292K | $40.48 |
| 2024 Q1 | UNCHANGED | 6,697 | — | 0% | 0.05% | $266K | $37.97 |
| 2023 Q4 | REDUCED | 6,697 | -1,343 | -16.7% | 0.05% | $273K | $38.94 |
| 2023 Q3 | UNCHANGED | 8,040 | — | 0% | 0.08% | $348K | $40.38 |
| 2023 Q2 | REDUCED | 8,040 | -130 | -1.6% | 0.08% | $360K | $41.73 |
| 2023 Q1 | UNCHANGED | 8,170 | — | 0% | 0.10% | $408K | $46.10 |
| 2022 Q4 | REDUCED | 8,170 | -92,880 | -91.9% | 0.10% | $388K | $43.89 |
| 2022 Q3 | ADDED | 101,050 | +38,500 | +61.6% | 1.18% | $4.3M | $38.75 |
| 2022 Q2 | ADDED | 62,550 | +640 | +1.0% | 0.88% | $3.5M | $50.81 |
As of 2025 Q4 — sorted by position size