Evergreen Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evergreen Capital 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	$2.15M	Hold	13,929	–	–	0.04%	331
2026 Q1	$1.84M	Sell	13,929 -45	-0.3%	-$6.24K	0.04%	334
2025 Q4	$1.95M	Sell	13,974 -36	-0.3%	-$4.97K	0.04%	312
2025 Q3	$1.9M	Sell	14,010 -69	-0.5%	-$9.01K	0.05%	294
2025 Q2	$1.78M	Sell	14,079 -219	-2%	-$25.8K	0.05%	280
2025 Q1	$1.64M	Sell	14,298 -103	-0.7%	-$12.5K	0.06%	272
2024 Q4	$1.75M	Sell	14,401 -128	-0.9%	-$15.7K	0.06%	269
2024 Q3	$1.75M	Sell	14,529 -273	-2%	-$31.5K	0.06%	267
2024 Q2	$1.66M	Hold	14,802	–	–	0.06%	254
2024 Q1	$1.62M	Hold	14,802	–	–	0.06%	247
2023 Q4	$1.49M	Hold	14,802	–	–	0.06%	250
2023 Q3	$1.34M	Hold	14,802	–	–	0.06%	255
2023 Q2	$1.39M	Buy	+14,802	New	+$1.31M	0.06%	250

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

Evergreen Capital Management's SUSA Position: Q2 2026 in Review

Evergreen Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 13,929 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #331.

Evergreen Capital Management first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Evergreen Capital Management held 13,929 shares of iShares ESG Optimized MSCI USA ETF worth $2.15M as of Q2 2026.
Evergreen Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #331 holding.
Evergreen Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.