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Evergreen Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Evergreen Wealth Partners’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 		$1.2M Sell
7,809
-70
-0.9% -$10.3K 0.72% 30
2026
Q1 		$1.04M Sell
7,879
-876
-10% -$121K 0.79% 28
2025
Q4 		$1.22M Buy
+8,755
New +$1.21M 1.03% 21

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Wealth Partners's SUSA Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.89% in Q2 2026, selling an estimated $10.3K and leaving 7,809 shares worth $1.2M. The position accounts for 0.72% of the portfolio, ranked #30.

Evergreen Wealth Partners first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Evergreen Wealth Partners held 7,809 shares of iShares ESG Optimized MSCI USA ETF worth $1.2M as of Q2 2026.
  • Evergreen Wealth Partners sold 70 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $10.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.72% of Evergreen Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Evergreen Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $1.22M in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.