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iShares FTSE KLD 400 Social Idx shares owned by Evergreen Private Wealth

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Evergreen Private Wealth from 13F filings

Historical chart of Evergreen Private Wealth investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $138k 1.4k 100.81
2023-12-31 $102k 1.1k 91.05

More positions owned by Evergreen Private Wealth

Applied Materials (AMAT)
Check Point Software Tech Lt Ord (CHKP)
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Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)
Netflix (NFLX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
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Wisdomtree Tr Em Ex St-owned (XSOE)
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Waste Management (WM)

View all positions for Evergreen Private Wealth

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities

View all funds holding iShares FTSE KLD 400 Social Idx