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

TruNorth 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 Q2	$627K	Buy	+4,066	New	+$600K	0.1%	61
2026 Q1	–	Sell	-4,935	Closed	-$688K	–	126
2025 Q4	$688K	Hold	4,935	–	–	0.13%	54
2025 Q3	$669K	Hold	4,935	–	–	0.13%	50
2025 Q2	$625K	Hold	4,935	–	–	0.14%	49
2025 Q1	$567K	Hold	4,935	–	–	0.14%	53
2024 Q4	$600K	Hold	4,935	–	–	0.16%	40
2024 Q3	$594K	Hold	4,935	–	–	0.18%	41
2024 Q2	$554K	Hold	4,935	–	–	0.18%	41
2024 Q1	$539K	Buy	+4,935	New	+$514K	0.19%	39

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

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TruNorth Capital Management's SUSA Position: Q2 2026 in Review

TruNorth Capital Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 4,066 shares worth $627K. The stake represents 0.1% of the portfolio and ranks #61 among its holdings. This is a return to the name: TruNorth Capital Management previously reported a position in SUSA as recently as Q4 2025.

TruNorth Capital Management first reported a position in SUSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $688K in Q4 2025. 241 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

TruNorth Capital Management held 4,066 shares of iShares ESG Optimized MSCI USA ETF worth $627K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new TruNorth Capital Management position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.1% of TruNorth Capital Management's portfolio in Q2 2026, its #61 holding.
TruNorth Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
TruNorth Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $688K in Q4 2025.
241 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.