Evergreen Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evergreen Capital Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Sell
2025 Q1	$1.64M	Sell
2024 Q4	$1.75M	Sell
2024 Q3	$1.75M	Sell
2024 Q2	$1.66M	Hold
2024 Q1	$1.62M	Hold
2023 Q4	$1.49M	Hold
2023 Q3	$1.34M	Hold
2023 Q2	$1.39M	Buy