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

TriCert 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	$228K	Buy	+1,480	New	+$219K	0.02%	87

Other funds holding SUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

TriCert Investment Counsel's SUSA Position: Q2 2026 in Review

TriCert Investment Counsel opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,480 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #87 among its holdings.

516 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

TriCert Investment Counsel held 1,480 shares of iShares ESG Optimized MSCI USA ETF worth $228K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new TriCert Investment Counsel position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of TriCert Investment Counsel's portfolio in Q2 2026, its #87 holding.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on TriCert Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.