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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
Q2 		$581K Hold
25,095
– – 0.21% 52
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 $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Private Wealth's SUSC Position: Q2 2026 in Review

Evergreen Private Wealth held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 25,095 shares worth $581K. The position accounts for 0.21% of the portfolio, ranked #52.

Evergreen Private Wealth first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Evergreen Private Wealth held 25,095 shares of iShares ESG Aware USD Corporate Bond ETF worth $581K as of Q2 2026.
  • Evergreen Private Wealth left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.21% of Evergreen Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Evergreen Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.