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Ishares Tr sustnble msci shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci 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 Tr sustnble msci by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 7.2k 81.05
2023-09-30 $526k 7.1k 74.52
2023-06-30 $553k 7.0k 79.05
2023-03-31 $479k 6.1k 79.13
2022-12-31 $508k 6.4k 78.97
2022-09-30 $405k 5.7k 70.90
2022-06-30 $681k 8.5k 79.91
2022-03-31 $517k 6.1k 85.24
2021-12-31 $489k 5.4k 90.71

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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr sustnble msci

CWM
Jane Street
Mission Wealth Management
Wealth Enhancement Advisory Services
Financial Gravity Wealth
Bank of America Corporation
Dynamic Advisors Solutions
Royal Bank of Canada
Citigroup
Advisor Group Holdings
Citadel Advisors
Bank Of Montreal
Hsbc Holdings
Commonwealth Equity Services
Aspiriant

View all funds holding Ishares Tr sustnble msci