National Bank of Canada’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

National Bank of Canada’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	$174K	Buy	1,125 +100	+10%	+$14.8K	﹤0.01%	1716
2026 Q1	$135K	Buy	+1,025	New	+$142K	﹤0.01%	1727
2023 Q4	–	Sell	-100	Closed	-$8.88K	–	2890
2023 Q3	$8.88K	Hold	100	–	–	﹤0.01%	2217
2023 Q2	$9.36K	Hold	100	–	–	﹤0.01%	2203
2023 Q1	$8.79K	Hold	100	–	–	﹤0.01%	2178
2022 Q4	$8.23K	Buy	+100	New	+$8.24K	﹤0.01%	2229
2022 Q3	–	Sell	-44	Closed	-$4K	–	2887
2022 Q2	$4K	Buy	44 +39	+780%	+$3.42K	﹤0.01%	2491
2022 Q1	$0	Hold	5	–	–	﹤0.01%	3015
2021 Q4	$1K	Buy	+5	New	+$514	﹤0.01%	2766

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

National Bank of Canada's SUSA Position: Q2 2026 in Review

National Bank of Canada increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.8% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,125 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

National Bank of Canada first reported a position in SUSA in Q4 2021 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

National Bank of Canada held 1,125 shares of iShares ESG Optimized MSCI USA ETF worth $174K as of Q2 2026.
National Bank of Canada bought 100 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $14.8K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #1716 holding.
National Bank of Canada first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 9 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.