Evergreen Wealth Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Evergreen Wealth Solutions’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-34,189	Closed	-$823K	–	109
2023 Q1	$823K	Sell	34,189 -20,796	-38%	-$498K	0.95%	36
2022 Q4	$1.31M	Sell	54,985 -7,997	-13%	-$189K	1.72%	18
2022 Q3	$1.48M	Buy	62,982 +1,706	+3%	+$41K	2.1%	8
2022 Q2	$1.48M	Buy	61,276 +2,303	+4%	+$55.9K	1.81%	11
2022 Q1	$1.45M	Buy	58,973 +9,729	+20%	+$244K	1.41%	19
2021 Q4	$1.26M	Buy	+49,244	New	+$1.27M	1.15%	24

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evergreen Wealth Solutions's SUSB Position: Q2 2023 in Review

Evergreen Wealth Solutions sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2023, closing a stake of 34,189 shares — an estimated $823K sold.

Evergreen Wealth Solutions first reported a position in SUSB in Q4 2021 and held it in 6 quarters. The position peaked at $1.48M in Q3 2022. 253 funds tracked by Wall St. Rank hold SUSB as of Q2 2023.

Evergreen Wealth Solutions reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Evergreen Wealth Solutions sold 34,189 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2023, an estimated $823K.
Evergreen Wealth Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Evergreen Wealth Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.48M in Q3 2022.
253 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2023.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2023, filed 11 Aug 2023.