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
2025 Q3	$166K	Sell
2025 Q2	$154K	Hold
2025 Q1	$136K	Sell
2024 Q4	$151K	Hold
2024 Q3	$148K	Hold
2024 Q2	$142K	Sell
2024 Q1	$138K	Sell
2023 Q4	$131K	Buy