CIBC Private Wealth Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CIBC Private Wealth 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
2025 Q4	$44.2K	Hold	317	–	–	﹤0.01%	1838
2025 Q3	$43K	Hold	317	–	–	﹤0.01%	1858
2025 Q2	$40.2K	Hold	317	–	–	﹤0.01%	1750
2025 Q1	$32.3K	Hold	317	–	–	﹤0.01%	1795
2024 Q4	$38.8K	Hold	317	–	–	﹤0.01%	1776
2024 Q3	$38.2K	Sell	317 -100	-24%	-$11.5K	﹤0.01%	1874
2024 Q2	$47.6K	Sell	417 -125	-23%	-$13.5K	﹤0.01%	1697
2024 Q1	$59K	Buy	+542	New	+$56.4K	﹤0.01%	1605
2018 Q3	–	Sell	-100	Closed	-$6K	–	1634
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	1688
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	1638
2017 Q4	$6K	Buy	+100	New	+$5.42K	﹤0.01%	1657

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group's SUSA Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q4 2025 at 317 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

CIBC Private Wealth Group first reported a position in SUSA in Q4 2017 and has held it in 11 quarters since. The position peaked at $59K in Q1 2024. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

CIBC Private Wealth Group held 317 shares of iShares ESG Optimized MSCI USA ETF worth $44.2K as of Q4 2025.
CIBC Private Wealth Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q4 2025.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1838 holding.
CIBC Private Wealth Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares ESG Optimized MSCI USA ETF position peaked at $59K in Q1 2024.
536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.