EWM
Evercore Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
13,512
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $1.55M | Hold |
13,512
| – | – | 0.02% | 179 |
|
|
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% | +$8.23K | 0.02% | 199 |
|
|
2022
Q3 | $1.02M | Sell |
13,412
-350
| -3% | -$26.6K | 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% | -$667K | 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 | Buy |
20,712
+10,356
| +100% | +$853K | 0.04% | 168 |
|
|
2020
Q3 | $1.52M | Hold |
10,356
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $1.39M | Hold |
10,356
| – | – | 0.04% | 168 |
|
|
2020
Q1 | $1.14M | Hold |
10,356
| – | – | 0.04% | 169 |
|
|
2019
Q4 | $1.39M | Hold |
10,356
| – | – | 0.04% | 183 |
|
|
2019
Q3 | $1.28M | Hold |
10,356
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $1.26M | Buy |
10,356
+250
| +2% | +$30.5K | 0.04% | 184 |
|
|
2019
Q1 | $1.2M | Buy |
10,106
+954
| +10% | +$113K | 0.04% | 182 |
|
|
2018
Q4 | $944K | Hold |
9,152
| – | – | 0.04% | 182 |
|
|
2018
Q3 | $1.09M | Hold |
9,152
| – | – | 0.03% | 189 |
|
|
2018
Q2 | $1.03M | Hold |
9,152
| – | – | 0.04% | 195 |
|
|
2018
Q1 | $1.02M | Hold |
9,152
| – | – | 0.04% | 183 |
|
|
2017
Q4 | $1.02M | Hold |
9,152
| – | – | 0.04% | 188 |
|
|
2017
Q3 | $956K | Hold |
9,152
| – | – | 0.04% | 182 |
|
|
2017
Q2 | $936K | Hold |
9,152
| – | – | 0.04% | 187 |
|
|
2017
Q1 | $899K | Hold |
9,152
| – | – | 0.04% | 188 |
|
|
2016
Q4 | $842K | Hold |
9,152
| – | – | 0.03% | 193 |
|
|
2016
Q3 | $832K | Hold |
9,152
| – | – | 0.03% | 198 |
|
|
2016
Q2 | $791K | Hold |
9,152
| – | – | 0.03% | 196 |
|
|
2016
Q1 | $779K | Sell |
9,152
-100
| -1% | -$8.51K | 0.03% | 198 |
|
|
2015
Q4 | $771K | Buy |
9,252
+725
| +9% | +$60.4K | 0.04% | 206 |
|
|
2015
Q3 | $672K | Buy |
8,527
+519
| +6% | +$40.9K | 0.03% | 218 |
|
|
2015
Q2 | $682K | Buy |
8,008
+818
| +11% | +$69.7K | 0.03% | 237 |
|
|
2015
Q1 | $618K | Buy |
7,190
+1,615
| +29% | +$139K | 0.03% | 246 |
|
|
2014
Q4 | $480K | Sell |
5,575
-1,500
| -21% | -$129K | 0.02% | 246 |
|
|
2014
Q3 | $582K | Sell |
7,075
-119
| -2% | -$9.79K | 0.03% | 242 |
|
|
2014
Q2 | $591K | Sell |
7,194
-320
| -4% | -$26.3K | 0.03% | 249 |
|
|
2014
Q1 | $587K | Sell |
7,514
-3,171
| -30% | -$248K | 0.03% | 242 |
|
|
2013
Q4 | $820K | Buy |
10,685
+665
| +7% | +$51K | 0.05% | 206 |
|
|
2013
Q3 | $709K | Buy |
10,020
+575
| +6% | +$40.7K | 0.04% | 238 |
|
|
2013
Q2 | $639K | Buy |
+9,445
| New | +$639K | 0.04% | 252 |
|