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Millstone Evans Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Millstone Evans Group’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 		$113K Hold
731
– – 0.06% 230
2026
Q1 		$96.6K Hold
731
– – 0.06% 236
2025
Q4 		$102K Hold
731
– – 0.06% 224
2025
Q3 		$99.2K Hold
731
– – 0.06% 214
2025
Q2 		$92.7K Hold
731
– – 0.06% 213
2025
Q1 		$84K Sell
731
-145
-17% -$17.6K 0.06% 224
2024
Q4 		$107K Buy
+876
New +$107K 0.07% 184

Other funds holding SUSA

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millstone Evans Group's SUSA Position: Q2 2026 in Review

Millstone Evans Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 731 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #230.

Millstone Evans Group first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Millstone Evans Group held 731 shares of iShares ESG Optimized MSCI USA ETF worth $113K as of Q2 2026.
  • Millstone Evans Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #230 holding.
  • Millstone Evans Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.