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Evelyn Partners Investment Management (Europe)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$56.5K Buy
428
+368
+613% +$51K 0.02% 126
2025
Q4 		$8.36K Hold
60
– – ﹤0.01% 171
2025
Q3 		$8.14K Buy
+60
New +$7.84K ﹤0.01% 167

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s SUSA Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 613% in Q1 2026, buying an estimated $51K and bringing the position to 428 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #126.

Evelyn Partners Investment Management (Europe) first reported a position in SUSA in Q3 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 428 shares of iShares ESG Optimized MSCI USA ETF worth $56.5K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 368 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $51K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #126 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.