Zevin Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Zevin Asset 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 Q1	$386K	Sell	2,925 -1,012	-26%	-$140K	0.05%	75
2025 Q4	$549K	Hold	3,937	–	–	0.07%	65
2025 Q3	$534K	Hold	3,937	–	–	0.08%	58
2025 Q2	$499K	Hold	3,937	–	–	0.07%	55
2025 Q1	$452K	Hold	3,937	–	–	0.07%	54
2024 Q4	$479K	Buy	3,937 +253	+7%	+$31K	0.07%	54
2024 Q3	$443K	Hold	3,684	–	–	0.07%	55
2024 Q2	$414K	Hold	3,684	–	–	0.07%	54
2024 Q1	$402K	Hold	3,684	–	–	0.07%	58
2023 Q4	$370K	Hold	3,684	–	–	0.07%	66
2023 Q3	$331K	Sell	3,684 -1,859	-34%	-$175K	0.07%	64
2023 Q2	$519K	Sell	5,543 -372	-6%	-$33K	0.1%	54
2023 Q1	$519K	Hold	5,915	–	–	0.11%	54
2022 Q4	$487K	Hold	5,915	–	–	0.11%	54
2022 Q3	$449K	Sell	5,915 -1,685	-22%	-$143K	0.11%	55
2022 Q2	$613K	Hold	7,600	–	–	0.14%	52
2022 Q1	$736K	Hold	7,600	–	–	0.14%	54
2021 Q4	$808K	Hold	7,600	–	–	0.15%	55
2021 Q3	$729K	Hold	7,600	–	–	0.14%	55
2021 Q2	$726K	Hold	7,600	–	–	0.14%	52
2021 Q1	$667K	Hold	7,600	–	–	0.15%	50
2020 Q4	$626K	Sell	7,600 -1,200	-14%	-$93.8K	0.15%	49
2020 Q3	$647K	Buy	+8,800	New	+$636K	0.18%	47

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Zevin Asset Management's SUSA Position: Q1 2026 in Review

Zevin Asset Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 26% in Q1 2026, selling an estimated $140K and leaving 2,925 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #75.

Zevin Asset Management first reported a position in SUSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $808K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Zevin Asset Management held 2,925 shares of iShares ESG Optimized MSCI USA ETF worth $386K as of Q1 2026.
Zevin Asset Management sold 1,012 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $140K.
iShares ESG Optimized MSCI USA ETF made up 0.05% of Zevin Asset Management's portfolio in Q1 2026, its #75 holding.
Zevin Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
Zevin Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $808K in Q4 2021.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.