Chilton Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Chilton Capital 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 Q2	$22.4K	Hold	145	–	–	﹤0.01%	418
2026 Q1	$19.2K	Hold	145	–	–	﹤0.01%	419
2025 Q4	$20.2K	Hold	145	–	–	﹤0.01%	416
2025 Q3	$19.7K	Hold	145	–	–	﹤0.01%	439
2025 Q2	$18.4K	Sell	145 -155	-52%	-$18.3K	﹤0.01%	421
2025 Q1	$34.5K	Hold	300	–	–	﹤0.01%	359
2024 Q4	$36.5K	Hold	300	–	–	﹤0.01%	363
2024 Q3	$36.1K	Hold	300	–	–	﹤0.01%	377
2024 Q2	$33.7K	Buy	+300	New	+$32.5K	﹤0.01%	399

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

Chilton Capital Management's SUSA Position: Q2 2026 in Review

Chilton Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 145 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Chilton Capital Management first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.5K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Chilton Capital Management held 145 shares of iShares ESG Optimized MSCI USA ETF worth $22.4K as of Q2 2026.
Chilton Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #418 holding.
Chilton Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Chilton Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $36.5K in Q4 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.