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Evergreen Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Evergreen Private Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,220
Closed -$157K – 88
2025
Q4 		$157K Sell
1,220
-135
-10% -$17.2K 0.06% 76
2025
Q3 		$171K Hold
1,355
– – 0.07% 69
2025
Q2 		$157K Hold
1,355
– – 0.07% 76
2025
Q1 		$139K Sell
1,355
-3
-0.2% -$327 0.06% 83
2024
Q4 		$150K Hold
1,358
– – 0.07% 86
2024
Q3 		$148K Hold
1,358
– – 0.07% 86
2024
Q2 		$141K Sell
1,358
-6
-0.4% -$600 0.07% 86
2024
Q1 		$138K Buy
1,364
+246
+22% +$23.5K 0.07% 91
2023
Q4 		$102K Buy
+1,118
New +$94.8K 0.05% 91

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Evergreen Private Wealth's DSI Position: Q1 2026 in Review

Evergreen Private Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 1,220 shares — an estimated $157K sold.

Evergreen Private Wealth first reported a position in DSI in Q4 2023 and held it in 9 quarters. The position peaked at $171K in Q3 2025. 594 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Evergreen Private Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,220 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $157K.
  • Evergreen Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 9 quarters.
  • Evergreen Private Wealth's iShares MSCI KLD 400 Social ETF position peaked at $171K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.