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 Q2	$262K	Sell	1,700 -538	-24%	-$79.4K	﹤0.01%	676
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 $1.55T 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 29.18% 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

First Manhattan's SUSA Position: Q2 2026 in Review

First Manhattan reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 24% in Q2 2026, selling an estimated $79.4K and leaving 1,700 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

First Manhattan first reported a position in SUSA in Q1 2023 and has held it in 10 quarters since. The position peaked at $312K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

First Manhattan held 1,700 shares of iShares ESG Optimized MSCI USA ETF worth $262K as of Q2 2026.
First Manhattan sold 538 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $79.4K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #676 holding.
First Manhattan first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 10 quarters since.
First Manhattan's iShares ESG Optimized MSCI USA ETF position peaked at $312K in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.