Evergreen Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Evergreen Private Wealth’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$581K	Buy	25,095 +5,293	+27%	+$124K	0.23%	52
2025 Q4	$463K	Buy	19,802 +587	+3%	+$13.8K	0.18%	53
2025 Q3	$453K	Sell	19,215 -1,245	-6%	-$29K	0.18%	53
2025 Q2	$475K	Buy	20,460 +2,299	+13%	+$52.4K	0.2%	55
2025 Q1	$419K	Sell	18,161 -6	-0%	-$137	0.2%	55
2024 Q4	$413K	Sell	18,167 -3,108	-15%	-$72K	0.19%	56
2024 Q3	$506K	Sell	21,275 -33	-0.2%	-$771	0.23%	56
2024 Q2	$484K	Sell	21,308 -437	-2%	-$9.89K	0.24%	57
2024 Q1	$500K	Buy	21,745 +1,963	+10%	+$45K	0.25%	56
2023 Q4	$460K	Buy	+19,782	New	+$437K	0.25%	56

Other funds holding SUSC

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return