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

Evelyn Partners Investment Management Services’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 		$83.5K Hold
632
– – 0.01% 155
2025
Q4 		$88.1K Hold
632
– – 0.01% 152
2025
Q3 		$85.7K Hold
632
– – 0.01% 153
2025
Q2 		$80.1K Hold
632
– – 0.01% 150
2025
Q1 		$72.6K Sell
632
-17
-3% -$2.06K 0.01% 149
2024
Q4 		$78.9K Buy
+649
New +$79.6K 0.01% 145

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 $1.02B AUM 18.66% 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 Services's SUSA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 632 shares worth $83.5K. The position accounts for 0.01% of the portfolio, ranked #155.

Evelyn Partners Investment Management Services first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $88.1K in Q4 2025. 518 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 632 shares of iShares ESG Optimized MSCI USA ETF worth $83.5K as of Q1 2026.
  • Evelyn Partners Investment Management Services 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 Investment Management Services's portfolio in Q1 2026, its #155 holding.
  • Evelyn Partners Investment Management Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's iShares ESG Optimized MSCI USA ETF position peaked at $88.1K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

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