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EP Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

EP Wealth Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
10,217
+5,086
+99% +$751K 0.01% 639
2026
Q1 		$678K Buy
5,131
+102
+2% +$14.1K ﹤0.01% 781
2025
Q4 		$701K Buy
+5,029
New +$694K ﹤0.01% 729
2025
Q2 		$638K Buy
5,035
+294
+6% +$34.7K ﹤0.01% 690
2025
Q1 		$545K Sell
4,741
-258
-5% -$31.3K ﹤0.01% 676
2024
Q4 		$608K Buy
4,999
+196
+4% +$24K 0.01% 635
2024
Q3 		$578K Sell
4,803
-18
-0.4% -$2.08K 0.01% 642
2024
Q2 		$542K Sell
4,821
-16
-0.3% -$1.73K 0.01% 517
2024
Q1 		$528K Sell
4,837
-938
-16% -$97.7K 0.01% 501
2023
Q4 		$580K Sell
5,775
-187
-3% -$17.4K 0.01% 468
2023
Q3 		$536K Sell
5,962
-4,815
-45% -$453K 0.01% 449
2023
Q2 		$1.06M Buy
10,777
+5,368
+99% +$477K 0.02% 323
2023
Q1 		$237K Buy
+5,409
New +$465K ﹤0.01% 538

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's SUSA Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 99% in Q2 2026, buying an estimated $751K and bringing the position to 10,217 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #639.

EP Wealth Advisors first reported a position in SUSA in Q1 2023 and has held it in 13 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • EP Wealth Advisors held 10,217 shares of iShares ESG Optimized MSCI USA ETF worth $1.58M as of Q2 2026.
  • EP Wealth Advisors bought 5,086 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $751K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.