Evergreen Private Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,418	Closed	-$172K	–	94
2025 Q4	$172K	Hold	1,418	–	–	0.07%	71
2025 Q3	$166K	Sell	1,418 -4	-0.3%	-$449	0.07%	72
2025 Q2	$154K	Hold	1,422	–	–	0.06%	78
2025 Q1	$136K	Sell	1,422 -39	-3%	-$3.98K	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%	-$561	0.07%	83
2024 Q1	$138K	Sell	1,467 -84	-5%	-$7.48K	0.07%	90
2023 Q4	$131K	Buy	+1,551	New	+$122K	0.07%	82

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Evergreen Private Wealth's SUSL Position: Q1 2026 in Review

Evergreen Private Wealth sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026, closing a stake of 1,418 shares — an estimated $172K sold.

Evergreen Private Wealth first reported a position in SUSL in Q4 2023 and held it in 9 quarters. The position peaked at $172K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Evergreen Private Wealth reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Private Wealth sold 1,418 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $172K.
Evergreen Private Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and held it in 9 quarters.
Evergreen Private Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $172K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.