Evercore Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evercore Wealth 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
2025 Q2	$1.71M	Hold
2025 Q1	$1.55M	Hold
2024 Q4	$1.64M	Hold
2024 Q3	$1.63M	Hold
2024 Q2	$1.52M	Hold
2024 Q1	$1.48M	Hold
2023 Q4	$1.36M	Hold
2023 Q3	$1.22M	Hold
2023 Q2	$1.27M	Hold
2023 Q1	$1.19M	Hold
2022 Q4	$1.11M	Buy
2022 Q3	$1.02M	Sell
2022 Q2	$1.11M	Hold
2022 Q1	$1.33M	Hold
2021 Q4	$1.46M	Hold
2021 Q3	$1.32M	Sell
2021 Q2	$1.98M	Hold
2021 Q1	$1.82M	Hold
2020 Q4	$1.71M	Hold
2020 Q3	$1.52M	Hold
2020 Q2	$1.39M	Hold
2020 Q1	$1.14M	Hold
2019 Q4	$1.39M	Hold
2019 Q3	$1.28M	Hold
2019 Q2	$1.26M	Buy
2019 Q1	$1.2M	Buy
2018 Q4	$944K	Hold
2018 Q3	$1.09M	Hold
2018 Q2	$1.03M	Hold
2018 Q1	$1.01M	Hold
2017 Q4	$1.02M	Hold
2017 Q3	$956K	Hold
2017 Q2	$936K	Hold
2017 Q1	$899K	Hold
2016 Q4	$842K	Hold
2016 Q3	$832K	Hold
2016 Q2	$791K	Hold
2016 Q1	$779K	Sell
2015 Q4	$771K	Buy
2015 Q3	$672K	Buy
2015 Q2	$682K	Buy
2015 Q1	$618K	Buy
2014 Q4	$480K	Sell
2014 Q3	$582K	Sell
2014 Q2	$591K	Sell
2014 Q1	$587K	Sell
2013 Q4	$820K	Buy
2013 Q3	$709K	Buy
2013 Q2	$639K	Buy