Rockefeller Capital Management
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Rockefeller Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Rockefeller Capital Management’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 		$5.16M Sell
39,041
-199
-0.5% -$27.6K 0.01% 908
2025
Q4 		$5.47M Buy
39,240
+5,057
+15% +$698K 0.01% 849
2025
Q3 		$4.64M Buy
34,183
+17,814
+109% +$2.33M 0.01% 852
2025
Q2 		$2.32M Buy
16,369
+1,300
+9% +$153K 0.01% 1064
2025
Q1 		$1.73M Sell
15,069
-327
-2% -$39.6K ﹤0.01% 1093
2024
Q4 		$1.87M Buy
15,396
+4,749
+45% +$583K ﹤0.01% 1037
2024
Q3 		$1.28M Buy
+10,647
New +$1.23M ﹤0.01% 1144
2023
Q3 		– Sell
-5,988
Closed -$561K – 1800
2023
Q2 		$561K Buy
5,988
+1,112
+23% +$98.8K ﹤0.01% 1295
2023
Q1 		$428K Buy
4,876
+93
+2% +$7.99K ﹤0.01% 1415
2022
Q4 		$393K Sell
4,783
-419
-8% -$34.5K ﹤0.01% 1367
2022
Q3 		$394K Buy
5,202
+401
+8% +$34.1K ﹤0.01% 1355
2022
Q2 		$387K Buy
4,801
+4,171
+662% +$366K ﹤0.01% 1360
2022
Q1 		$61K Buy
630
+76
+14% +$7.37K ﹤0.01% 2206
2021
Q4 		$58K Sell
554
-16
-3% -$1.65K ﹤0.01% 2154
2021
Q3 		$54K Buy
570
+27
+5% +$2.67K ﹤0.01% 2106
2021
Q2 		$51K Buy
543
+522
+2,486% +$48.3K ﹤0.01% 2066
2021
Q1 		$1K Buy
+21
New +$1.79K ﹤0.01% 3204
2020
Q3 		– Sell
-166
Closed -$11K – 2785
2020
Q2 		$11K Sell
166
-120
-42% -$7.51K ﹤0.01% 1875
2020
Q1 		$16K Buy
+286
New +$18.3K ﹤0.01% 1595
2019
Q4 		– Sell
-8
Closed – – 2193
2019
Q3 		$0 Buy
+8
New +$490 ﹤0.01% 1983

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

Rockefeller Capital Management's SUSA Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.51% in Q1 2026, selling an estimated $27.6K and leaving 39,041 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #908.

Rockefeller Capital Management first reported a position in SUSA in Q3 2019 and has held it in 20 quarters since. The position peaked at $5.47M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Rockefeller Capital Management held 39,041 shares of iShares ESG Optimized MSCI USA ETF worth $5.16M as of Q1 2026.
  • Rockefeller Capital Management sold 199 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $27.6K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #908 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $5.47M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.