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iShares MSCI ACWI Index Fund shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in iShares MSCI ACWI Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI Index Fund held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 1.5k 138.24
2022-06-30 $235k 2.8k 83.78
2022-03-31 $437k 4.4k 99.84

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ciena Corp Com New (CIEN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Global Equity SHS (CGGE)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Phoenix Holdings
BlackRock
P/E Global
Sageworth Trust Company
Wells Fargo & Company
Pnc Financial Services
ICONIQ Capital
Jpmorgan Chase & Co
Sequoia Financial Advisors
Prudential
Allianz Asset Management
OVERSEA-CHINESE BANKING Corp
Capital Advisors
Bogart Wealth

View all funds holding iShares MSCI ACWI Index Fund