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
2026 Q2	$2.06M	Hold	13,358	–	–	0.03%	166
2026 Q1	$1.76M	Sell	13,358 -154	-1%	-$21.4K	0.03%	166
2025 Q4	$1.88M	Hold	13,512	–	–	0.03%	163
2025 Q3	$1.83M	Hold	13,512	–	–	0.03%	163
2025 Q2	$1.71M	Hold	13,512	–	–	0.03%	169
2025 Q1	$1.55M	Hold	13,512	–	–	0.02%	183
2024 Q4	$1.64M	Hold	13,512	–	–	0.02%	178
2024 Q3	$1.63M	Hold	13,512	–	–	0.02%	178
2024 Q2	$1.52M	Hold	13,512	–	–	0.02%	182
2024 Q1	$1.48M	Hold	13,512	–	–	0.02%	189
2023 Q4	$1.36M	Hold	13,512	–	–	0.02%	192
2023 Q3	$1.22M	Hold	13,512	–	–	0.02%	197
2023 Q2	$1.27M	Hold	13,512	–	–	0.02%	195
2023 Q1	$1.19M	Hold	13,512	–	–	0.02%	197
2022 Q4	$1.11M	Buy	13,512 +100	+0.7%	+$8.24K	0.02%	199
2022 Q3	$1.02M	Sell	13,412 -350	-3%	-$29.8K	0.02%	200
2022 Q2	$1.11M	Hold	13,762	–	–	0.02%	197
2022 Q1	$1.33M	Hold	13,762	–	–	0.02%	198
2021 Q4	$1.46M	Hold	13,762	–	–	0.02%	188
2021 Q3	$1.32M	Sell	13,762 -6,950	-34%	-$687K	0.02%	195
2021 Q2	$1.98M	Hold	20,712	–	–	0.04%	173
2021 Q1	$1.82M	Hold	20,712	–	–	0.04%	176
2020 Q4	$1.71M	Hold	20,712	–	–	0.04%	169
2020 Q3	$1.52M	Hold	20,712	–	–	0.04%	163
2020 Q2	$1.39M	Hold	20,712	–	–	0.04%	168
2020 Q1	$1.14M	Hold	20,712	–	–	0.04%	169
2019 Q4	$1.39M	Hold	20,712	–	–	0.04%	183
2019 Q3	$1.28M	Hold	20,712	–	–	0.04%	178
2019 Q2	$1.26M	Buy	20,712 +500	+2%	+$29.9K	0.04%	184
2019 Q1	$1.2M	Buy	20,212 +1,908	+10%	+$108K	0.04%	182
2018 Q4	$944K	Hold	18,304	–	–	0.04%	182
2018 Q3	$1.09M	Hold	18,304	–	–	0.03%	189
2018 Q2	$1.03M	Hold	18,304	–	–	0.04%	195
2018 Q1	$1.01M	Hold	18,304	–	–	0.04%	183
2017 Q4	$1.02M	Hold	18,304	–	–	0.04%	188
2017 Q3	$956K	Hold	18,304	–	–	0.04%	182
2017 Q2	$936K	Hold	18,304	–	–	0.04%	189
2017 Q1	$899K	Hold	18,304	–	–	0.04%	189
2016 Q4	$842K	Hold	18,304	–	–	0.03%	194
2016 Q3	$832K	Hold	18,304	–	–	0.03%	198
2016 Q2	$791K	Hold	18,304	–	–	0.03%	196
2016 Q1	$779K	Sell	18,304 -200	-1%	-$7.99K	0.03%	198
2015 Q4	$771K	Buy	18,504 +1,450	+9%	+$60.9K	0.04%	206
2015 Q3	$672K	Buy	17,054 +1,038	+6%	+$43.2K	0.03%	218
2015 Q2	$682K	Buy	16,016 +1,636	+11%	+$71.2K	0.03%	237
2015 Q1	$618K	Buy	14,380 +3,230	+29%	+$139K	0.03%	246
2014 Q4	$480K	Sell	11,150 -3,000	-21%	-$126K	0.02%	246
2014 Q3	$582K	Sell	14,150 -238	-2%	-$9.82K	0.03%	242
2014 Q2	$591K	Sell	14,388 -640	-4%	-$25.4K	0.03%	249
2014 Q1	$587K	Sell	15,028 -6,342	-30%	-$243K	0.03%	242
2013 Q4	$820K	Buy	21,370 +1,330	+7%	+$49K	0.05%	206
2013 Q3	$709K	Buy	20,040 +1,150	+6%	+$40.5K	0.04%	238
2013 Q2	$639K	Buy	+18,890	New	+$642K	0.04%	252

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's SUSA Position: Q2 2026 in Review

Evercore Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 13,358 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #166.

Evercore Wealth Management first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Evercore Wealth Management held 13,358 shares of iShares ESG Optimized MSCI USA ETF worth $2.06M as of Q2 2026.
Evercore Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #166 holding.
Evercore Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.