Neuberger Berman Group
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Neuberger Berman Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Neuberger Berman 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
2026
Q1 		– Sell
-2,092
Closed -$292K – 2247
2025
Q4 		$292K Sell
2,092
-9
-0.4% -$1.24K ﹤0.01% 1814
2025
Q3 		$285K Sell
2,101
-30
-1% -$3.92K ﹤0.01% 1771
2025
Q2 		$270K Buy
2,131
+105
+5% +$12.4K ﹤0.01% 1770
2025
Q1 		$233K Sell
2,026
-195
-9% -$23.6K ﹤0.01% 1779
2024
Q4 		$270K Buy
2,221
+56
+3% +$6.87K ﹤0.01% 1698
2024
Q3 		$261K Sell
2,165
-349
-14% -$40.3K ﹤0.01% 1716
2024
Q2 		$282K Buy
2,514
+535
+27% +$58K ﹤0.01% 1663
2024
Q1 		$216K Sell
1,979
-62
-3% -$6.46K ﹤0.01% 1726
2023
Q4 		$205K Buy
+2,041
New +$190K ﹤0.01% 1753
2022
Q3 		– Sell
-5,124
Closed -$413K – 1897
2022
Q2 		$413K Sell
5,124
-391
-7% -$34.3K ﹤0.01% 1543
2022
Q1 		$534K Buy
5,515
+2,037
+59% +$197K ﹤0.01% 1519
2021
Q4 		$370K Buy
+3,478
New +$357K ﹤0.01% 1641

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Neuberger Berman Group's SUSA Position: Q1 2026 in Review

Neuberger Berman Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 2,092 shares — an estimated $292K sold.

Neuberger Berman Group first reported a position in SUSA in Q4 2021 and held it in 12 quarters. The position peaked at $534K in Q1 2022. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Neuberger Berman Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 2,092 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $292K.
  • Neuberger Berman Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 12 quarters.
  • Neuberger Berman Group's iShares ESG Optimized MSCI USA ETF position peaked at $534K in Q1 2022.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.