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Pine Haven Investment Counsel’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Pine Haven Investment Counsel’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 		$476K Hold
3,084
– – 0.32% 76
2026
Q1 		$407K Sell
3,084
-85
-3% -$11.8K 0.3% 75
2025
Q4 		$442K Buy
3,169
+25
+0.8% +$3.45K 0.31% 76
2025
Q3 		$426K Sell
3,144
-135
-4% -$17.6K 0.31% 74
2025
Q2 		$416K Hold
3,279
– – 0.33% 66
2025
Q1 		$377K Hold
3,279
– – 0.32% 70
2024
Q4 		$399K Sell
3,279
-275
-8% -$33.7K 0.33% 70
2024
Q3 		$428K Sell
3,554
-377
-10% -$43.5K 0.35% 69
2024
Q2 		$442K Sell
3,931
-200
-5% -$21.7K 0.38% 65
2024
Q1 		$451K Buy
4,131
+332
+9% +$34.6K 0.4% 64
2023
Q4 		$382K Hold
3,799
– – 0.36% 68
2023
Q3 		$342K Hold
3,799
– – 0.35% 68
2023
Q2 		$356K Sell
3,799
-550
-13% -$48.9K 0.35% 70
2023
Q1 		$382K Sell
4,349
-250
-5% -$21.5K 0.4% 68
2022
Q4 		$379K Hold
4,599
– – 0.42% 64
2022
Q3 		$349K Hold
4,599
– – 0.43% 62
2022
Q2 		$371K Buy
4,599
+3
+0.1% +$263 0.43% 64
2022
Q1 		$445K Buy
4,596
+295
+7% +$28.6K 0.44% 62
2021
Q4 		$457K Buy
+4,301
New +$442K 0.43% 63

Other funds holding SUSA

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pine Haven Investment Counsel's SUSA Position: Q2 2026 in Review

Pine Haven Investment Counsel held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 3,084 shares worth $476K. The position accounts for 0.32% of the portfolio, ranked #76.

Pine Haven Investment Counsel first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Pine Haven Investment Counsel held 3,084 shares of iShares ESG Optimized MSCI USA ETF worth $476K as of Q2 2026.
  • Pine Haven Investment Counsel left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.32% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #76 holding.
  • Pine Haven Investment Counsel first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.