Evergreen Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
14,079
-219
| -2% | -$27.8K | 0.05% | 280 |
|
|
2025
Q1 | $1.64M | Sell |
14,298
-103
| -0.7% | -$11.8K | 0.06% | 272 |
|
|
2024
Q4 | $1.75M | Sell |
14,401
-128
| -0.9% | -$15.6K | 0.06% | 269 |
|
|
2024
Q3 | $1.75M | Sell |
14,529
-273
| -2% | -$32.9K | 0.06% | 267 |
|
|
2024
Q2 | $1.66M | Hold |
14,802
| – | – | 0.06% | 254 |
|
|
2024
Q1 | $1.62M | Hold |
14,802
| – | – | 0.06% | 247 |
|
|
2023
Q4 | $1.49M | Hold |
14,802
| – | – | 0.06% | 250 |
|
|
2023
Q3 | $1.34M | Hold |
14,802
| – | – | 0.06% | 255 |
|
|
2023
Q2 | $1.39M | Buy |
+14,802
| New | +$1.39M | 0.06% | 250 |
|