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Evelyn Partners Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$44.3K Hold
335
– – 0.01% 178
2025
Q4 		$46.7K Hold
335
– – 0.01% 156
2025
Q3 		$45.4K Hold
335
– – 0.01% 155
2025
Q2 		$42.5K Hold
335
– – 0.01% 141
2025
Q1 		$38.5K Hold
335
– – 0.01% 146
2024
Q4 		$40.7K Buy
+335
New +$41.1K 0.01% 144

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Evelyn Partners Asset Management's SUSA Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 335 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #178.

Evelyn Partners Asset Management first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.7K in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Evelyn Partners Asset Management held 335 shares of iShares ESG Optimized MSCI USA ETF worth $44.3K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #178 holding.
  • Evelyn Partners Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $46.7K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.