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

Evoke Wealth’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	–	Sell	-1,685	Closed	-$223K	–	558
2026 Q1	$223K	Hold	1,685	–	–	﹤0.01%	631
2025 Q4	$235K	Buy	+1,685	New	+$233K	﹤0.01%	589
2022 Q4	–	Sell	-175	Closed	-$13K	–	1050
2022 Q3	$13K	Buy	175 +125	+250%	+$10.6K	﹤0.01%	716
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	953
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	922
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	911
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	911
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	900
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	907
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	789
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	736
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	818
2020 Q1	$2.74K	Buy	+50	New	+$3.21K	﹤0.01%	750
2019 Q4	–	Sell	-50	Closed	-$3.09K	–	1449
2019 Q3	$3.09K	Buy	+50	New	+$3.06K	﹤0.01%	1121

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

Evoke Wealth's SUSA Position: Q2 2026 in Review

Evoke Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 1,685 shares — an estimated $223K sold.

Evoke Wealth first reported a position in SUSA in Q3 2019 and held it in 14 quarters. The position peaked at $235K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Evoke Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,685 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $223K.
Evoke Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and held it in 14 quarters.
Evoke Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $235K in Q4 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.