EPW
SUSB icon

Evergreen Private Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Evergreen Private Wealth’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
8,597
+1,809
+27% +$45.6K 0.09% 60
2025
Q4 		$171K Buy
6,788
+168
+3% +$4.24K 0.07% 72
2025
Q3 		$168K Sell
6,620
-406
-6% -$10.2K 0.07% 71
2025
Q2 		$177K Buy
7,026
+516
+8% +$12.9K 0.07% 72
2025
Q1 		$163K Sell
6,510
-26
-0.4% -$645 0.08% 76
2024
Q4 		$161K Sell
6,536
-1,076
-14% -$26.7K 0.08% 77
2024
Q3 		$192K Buy
7,612
+72
+1% +$1.79K 0.09% 68
2024
Q2 		$185K Sell
7,540
-45
-0.6% -$1.1K 0.09% 70
2024
Q1 		$186K Buy
7,585
+495
+7% +$12.1K 0.09% 74
2023
Q4 		$174K Buy
+7,090
New +$170K 0.09% 71

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return