Evergreen Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
20,460
+2,299
| +13% | +$53.4K | 0.2% | 55 |
|
|
2025
Q1 | $419K | Sell |
18,161
-6
| -0% | -$138 | 0.2% | 55 |
|
|
2024
Q4 | $413K | Sell |
18,167
-3,108
| -15% | -$70.6K | 0.19% | 56 |
|
|
2024
Q3 | $506K | Sell |
21,275
-33
| -0.2% | -$785 | 0.23% | 56 |
|
|
2024
Q2 | $484K | Sell |
21,308
-437
| -2% | -$9.93K | 0.24% | 57 |
|
|
2024
Q1 | $500K | Buy |
21,745
+1,963
| +10% | +$45.1K | 0.25% | 56 |
|
|
2023
Q4 | $460K | Buy |
+19,782
| New | +$460K | 0.25% | 56 |
|