Evergreen Private Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
1,422
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $136K | Sell |
1,422
-39
| -3% | -$3.74K | 0.06% | 86 |
|
|
2024
Q4 | $151K | Hold |
1,461
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $148K | Hold |
1,461
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $142K | Sell |
1,461
-6
| -0.4% | -$585 | 0.07% | 83 |
|
|
2024
Q1 | $138K | Sell |
1,467
-84
| -5% | -$7.88K | 0.07% | 90 |
|
|
2023
Q4 | $131K | Buy |
+1,551
| New | +$131K | 0.07% | 82 |
|