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

CIBC 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 Q2	$619K	Hold	4,010	–	–	﹤0.01%	791
2026 Q1	$530K	Hold	4,010	–	–	﹤0.01%	789
2025 Q4	$559K	Hold	4,010	–	–	﹤0.01%	785
2025 Q3	$544K	Hold	4,010	–	–	﹤0.01%	766
2025 Q2	$508K	Hold	4,010	–	–	﹤0.01%	763
2025 Q1	$461K	Sell	4,010 -215	-5%	-$26.1K	﹤0.01%	766
2024 Q4	$514K	Hold	4,225	–	–	﹤0.01%	744
2024 Q3	$509K	Sell	4,225 -625	-13%	-$72.1K	﹤0.01%	744
2024 Q2	$545K	Sell	4,850 -150	-3%	-$16.3K	﹤0.01%	724
2024 Q1	$546K	Sell	5,000 -1,600	-24%	-$167K	﹤0.01%	723
2023 Q4	$663K	Hold	6,600	–	–	﹤0.01%	694
2023 Q3	$594K	Hold	6,600	–	–	﹤0.01%	697
2023 Q2	$618K	Hold	6,600	–	–	﹤0.01%	699
2023 Q1	$579K	Hold	6,600	–	–	﹤0.01%	711
2022 Q4	$543K	Hold	6,600	–	–	﹤0.01%	717
2022 Q3	$501K	Hold	6,600	–	–	﹤0.01%	764
2022 Q2	$533K	Hold	6,600	–	–	﹤0.01%	741
2022 Q1	$639K	Hold	6,600	–	–	﹤0.01%	786
2021 Q4	$701K	Hold	6,600	–	–	﹤0.01%	763
2021 Q3	$633K	Hold	6,600	–	–	﹤0.01%	773
2021 Q2	$631K	Hold	6,600	–	–	﹤0.01%	765
2021 Q1	$580K	Sell	6,600 -870	-12%	-$74.2K	﹤0.01%	759
2020 Q4	$615K	Hold	7,470	–	–	﹤0.01%	708
2020 Q3	$549K	Hold	7,470	–	–	﹤0.01%	692
2020 Q2	$500K	Hold	7,470	–	–	﹤0.01%	683
2020 Q1	$410K	Hold	7,470	–	–	﹤0.01%	668
2019 Q4	$501K	Hold	7,470	–	–	﹤0.01%	728
2019 Q3	$462K	Sell	7,470 -690	-8%	-$42.2K	﹤0.01%	730
2019 Q2	$497K	Hold	8,160	–	–	﹤0.01%	745
2019 Q1	$482K	Buy	+8,160	New	+$460K	﹤0.01%	735

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

CIBC Asset Management's SUSA Position: Q2 2026 in Review

CIBC Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4,010 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

CIBC Asset Management first reported a position in SUSA in Q1 2019 and has held it in 30 quarters since. The position peaked at $701K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

CIBC Asset Management held 4,010 shares of iShares ESG Optimized MSCI USA ETF worth $619K as of Q2 2026.
CIBC Asset 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 CIBC Asset Management's portfolio in Q2 2026, its #791 holding.
CIBC Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 30 quarters since.
CIBC Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $701K in Q4 2021.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.