Evolution Wealth Advisors, LLC
Position in AAXJ — iShares MSCI All Country Asia ex Japan ETF
CIK 1763121
AVENTURA, FL
Position in AAXJ
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$417,706
+$44,854 QoQ
Shares Held
4,338
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in AAXJ Over Time
Shares Held
Position Value (USD)
All Filings in AAXJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,706 | 4,338 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $372,852 | 4,004 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,815,913 | 63,757 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,331,220 | 64,527 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,829,980 | 65,270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,953,857 | 68,632 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,948,076 | 63,073 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,688,633 | 65,138 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,444,942 | 65,608 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,305,747 | 64,680 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,201,795 | 66,170 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,452,144 | 67,010 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,603,282 | 67,825 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,442,974 | 68,575 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,674,777 | 28,614 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,118,507 | 59,516 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,477,865 | 59,681 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,380,487 | 101,336 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $11,242,099 | 132,369 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,829,888 | 125,184 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $11,512,263 | 124,242 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $8,841,997 | 98,672 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $47,613 | 617 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $42,677 | 617 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $36,847 | 617 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||