Evelyn Partners Investment Management LLP quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Evelyn Partners Investment Management LLP opened 0 positions, added to 10, reduced 5, sold out of 1 and left 37 unchanged. The largest increase in value was URTH (+$204,904); the largest decrease was QQQ (-$238,932).
- URTH: Country of operation —; Class MSCI WORLD ETF; Shares 2025-12-31 10,074; Shares 2026-03-31 11,534.
- VT: Country of operation —; Class TT WRLD ST ETF; Shares 2025-12-31 2,710; Shares 2026-03-31 3,810.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2025-12-31 845; Shares 2026-03-31 1,260.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2025-12-31 2,373; Shares 2026-03-31 2,403.
Two Form 13F-HR filings compared (SEC CIK 2065206): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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