EA
SUSA icon

Everpar Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Everpar Advisors’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 		$211K Buy
+1,370
New +$202K 0.06% 293

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Everpar Advisors's SUSA Position: Q2 2026 in Review

Everpar Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,370 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #293 among its holdings.

89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Everpar Advisors held 1,370 shares of iShares ESG Optimized MSCI USA ETF worth $211K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Everpar Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #293 holding.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.