NBT Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

NBT Bank’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	$79.3K	Hold	600	–	–	0.01%	458
2025 Q4	$83.6K	Hold	600	–	–	0.01%	453
2025 Q3	$81.4K	Sell	600 -1,480	-71%	-$193K	0.01%	450
2025 Q2	$264K	Sell	2,080 -2,058	-50%	-$243K	0.02%	343
2025 Q1	$475K	Sell	4,138 -7	-0.2%	-$849	0.03%	274
2024 Q4	$504K	Sell	4,145 -175	-4%	-$21.5K	0.04%	270
2024 Q3	$520K	Sell	4,320 -8	-0.2%	-$923	0.04%	273
2024 Q2	$486K	Sell	4,328 -1,045	-19%	-$113K	0.03%	279
2024 Q1	$587K	Hold	5,373	–	–	0.04%	257
2023 Q4	$540K	Sell	5,373 -341	-6%	-$31.8K	0.04%	257
2023 Q3	$514K	Hold	5,714	–	–	0.05%	215
2023 Q2	$535K	Hold	5,714	–	–	0.08%	169
2023 Q1	$502K	Buy	5,714 +860	+18%	+$73.9K	0.07%	171
2022 Q4	$400K	Buy	+4,854	New	+$400K	0.06%	188

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

NBT Bank's SUSA Position: Q1 2026 in Review

NBT Bank held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 600 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #458.

NBT Bank first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $587K in Q1 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

NBT Bank held 600 shares of iShares ESG Optimized MSCI USA ETF worth $79.3K as of Q1 2026.
NBT Bank 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 NBT Bank's portfolio in Q1 2026, its #458 holding.
NBT Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
NBT Bank's iShares ESG Optimized MSCI USA ETF position peaked at $587K in Q1 2024.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.