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New Covenant Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

New Covenant Trust Company’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 		$1.87M Sell
12,145
-940
-7% -$139K 1.41% 14
2026
Q1 		$1.73M Sell
13,085
-936
-7% -$130K 1.54% 13
2025
Q4 		$1.96M Sell
14,021
-414
-3% -$57.2K 1.77% 13
2025
Q3 		$1.96M Sell
14,435
-1,848
-11% -$241K 1.82% 13
2025
Q2 		$2.05M Hold
16,283
– – 1.83% 13
2025
Q1 		$1.86M Sell
16,283
-325
-2% -$39.4K 1.96% 14
2024
Q4 		$2.03M Sell
16,608
-539
-3% -$66.1K 2.01% 13
2024
Q3 		$2.06M Sell
17,147
-144
-0.8% -$16.6K 1.99% 13
2024
Q2 		$1.96M Buy
17,291
+290
+2% +$31.4K 2.26% 12
2024
Q1 		$1.86M Buy
+17,001
New +$1.77M 1.86% 12

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

New Covenant Trust Company's SUSA Position: Q2 2026 in Review

New Covenant Trust Company reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.2% in Q2 2026, selling an estimated $139K and leaving 12,145 shares worth $1.87M. The position accounts for 1.41% of the portfolio, ranked #14.

New Covenant Trust Company first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.06M in Q3 2024. 333 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • New Covenant Trust Company held 12,145 shares of iShares ESG Optimized MSCI USA ETF worth $1.87M as of Q2 2026.
  • New Covenant Trust Company sold 940 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $139K.
  • iShares ESG Optimized MSCI USA ETF made up 1.41% of New Covenant Trust Company's portfolio in Q2 2026, its #14 holding.
  • New Covenant Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • New Covenant Trust Company's iShares ESG Optimized MSCI USA ETF position peaked at $2.06M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.