First Manhattan’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Manhattan’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	$296K	Hold	2,238	–	–	﹤0.01%	663
2025 Q4	$312K	Hold	2,238	–	–	﹤0.01%	639
2025 Q3	$304K	Hold	2,238	–	–	﹤0.01%	627
2025 Q2	$284K	Hold	2,238	–	–	﹤0.01%	625
2025 Q1	$257K	Buy	+2,238	New	+$271K	﹤0.01%	609
2024 Q2	–	Sell	-538	Closed	-$58.7K	–	1240
2024 Q1	$58.7K	Hold	538	–	–	﹤0.01%	847
2023 Q4	$54.1K	Hold	538	–	–	﹤0.01%	856
2023 Q3	$48.4K	Buy	+538	New	+$50.6K	﹤0.01%	871
2023 Q2	–	Sell	-1,000	Closed	-$87.8K	–	1540
2023 Q1	$87.8K	Buy	+1,000	New	+$85.9K	﹤0.01%	827

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

First Manhattan's SUSA Position: Q1 2026 in Review

First Manhattan held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,238 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

First Manhattan first reported a position in SUSA in Q1 2023 and has held it in 9 quarters since. The position peaked at $312K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

First Manhattan held 2,238 shares of iShares ESG Optimized MSCI USA ETF worth $296K as of Q1 2026.
First Manhattan left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #663 holding.
First Manhattan first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 9 quarters since.
First Manhattan's iShares ESG Optimized MSCI USA ETF position peaked at $312K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.