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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
Q3 		$1.89M Sell
12,129
-16
-0.1% -$2.5K 1.31% 16
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

New Covenant Trust Company's SUSA Position: Q3 2026 in Review

New Covenant Trust Company reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.13% in Q3 2026, selling an estimated $2.5K and leaving 12,129 shares worth $1.89M. The position accounts for 1.31% of the portfolio, ranked #16.

New Covenant Trust Company first reported a position in SUSA in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.06M in Q3 2024. 76 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • New Covenant Trust Company held 12,129 shares of iShares ESG Optimized MSCI USA ETF worth $1.89M as of Q3 2026.
  • New Covenant Trust Company sold 16 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $2.5K.
  • iShares ESG Optimized MSCI USA ETF made up 1.31% of New Covenant Trust Company's portfolio in Q3 2026, its #16 holding.
  • New Covenant Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's iShares ESG Optimized MSCI USA ETF position peaked at $2.06M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.