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Trust Company of Vermont’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Trust Company of Vermont’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 		$656K Buy
+4,253
New +$628K 0.02% 247
2025
Q4 		$581K Buy
4,172
+16
+0.4% +$2.21K 0.02% 245
2025
Q3 		$564K Sell
4,156
-15
-0.4% -$1.96K 0.02% 246
2025
Q2 		$529K Buy
4,171
+27
+0.7% +$3.18K 0.02% 246
2025
Q1 		$476K Sell
4,144
-1,400
-25% -$170K 0.02% 248
2024
Q4 		$674K Buy
5,544
+7
+0.1% +$859 0.03% 220
2024
Q3 		$666K Hold
5,537
– – 0.03% 208
2024
Q2 		$622K Sell
5,537
-163
-3% -$17.7K 0.03% 210
2024
Q1 		$622K Buy
5,700
+163
+3% +$17K 0.03% 212
2023
Q4 		$557K Hold
5,537
– – 0.04% 201
2023
Q3 		$498K Hold
5,537
– – 0.03% 215
2023
Q2 		$518K Buy
5,537
+23
+0.4% +$2.04K 0.03% 218
2023
Q1 		$484K Buy
5,514
+145
+3% +$12.5K 0.03% 221
2022
Q4 		$442K Buy
5,369
+791
+17% +$65.2K 0.03% 232
2022
Q3 		$347K Sell
4,578
-414
-8% -$35.2K 0.03% 239
2022
Q2 		$402K Buy
4,992
+140
+3% +$12.3K 0.03% 232
2022
Q1 		$470K Buy
4,852
+12
+0.2% +$1.16K 0.03% 227
2021
Q4 		$515K Buy
4,840
+40
+0.8% +$4.11K 0.03% 224
2021
Q3 		$461K Buy
4,800
+176
+4% +$17.4K 0.03% 224
2021
Q2 		$442K Sell
4,624
-183
-4% -$16.9K 0.03% 231
2021
Q1 		$422K Sell
4,807
-143
-3% -$12.2K 0.03% 228
2020
Q4 		$408K Buy
4,950
+444
+10% +$34.7K 0.03% 223
2020
Q3 		$331K Sell
4,506
-44
-1% -$3.18K 0.03% 230
2020
Q2 		$304K Sell
4,550
-228
-5% -$14.3K 0.03% 233
2020
Q1 		$262K Buy
4,778
+42
+0.9% +$2.69K 0.02% 249
2019
Q4 		$318K Sell
4,736
-72
-1% -$4.6K 0.02% 264
2019
Q3 		$297K Hold
4,808
– – 0.02% 268
2019
Q2 		$292K Buy
4,808
+60
+1% +$3.59K 0.02% 268
2019
Q1 		$281K Hold
4,748
– – 0.02% 266
2018
Q4 		$245K Sell
4,748
-20
-0.4% -$1.11K 0.02% 272
2018
Q3 		$284K Hold
4,768
– – 0.02% 274
2018
Q2 		$269K Sell
4,768
-218
-4% -$12.3K 0.02% 283
2018
Q1 		$276K Sell
4,986
-16
-0.3% -$910 0.03% 276
2017
Q4 		$278K Sell
5,002
-10
-0.2% -$542 0.03% 283
2017
Q3 		$262K Sell
5,012
-86
-2% -$4.45K 0.03% 289
2017
Q2 		$261K Sell
5,098
-298
-6% -$15K 0.03% 287
2017
Q1 		$265K Buy
5,396
+122
+2% +$5.86K 0.03% 282
2016
Q4 		$242K Buy
5,274
+1,478
+39% +$67.1K 0.03% 295
2016
Q3 		$172K Hold
3,796
– – 0.02% 289
2016
Q2 		$164K Sell
3,796
-322
-8% -$13.8K 0.02% 273
2016
Q1 		$175K Sell
4,118
-2,804
-41% -$112K 0.02% 262
2015
Q4 		$289K Sell
6,922
-10
-0.1% -$420 0.04% 219
2015
Q3 		$273K Buy
6,932
+36
+0.5% +$1.5K 0.04% 213
2015
Q2 		$294K Buy
6,896
+358
+5% +$15.6K 0.04% 211
2015
Q1 		$280K Buy
6,538
+22
+0.3% +$944 0.04% 211
2014
Q4 		$281K Buy
6,516
+934
+17% +$39.2K 0.04% 210
2014
Q3 		$230K Buy
5,582
+638
+13% +$26.3K 0.03% 211
2014
Q2 		$204K Buy
4,944
+214
+5% +$8.51K 0.03% 216
2014
Q1 		$185K Buy
4,730
+338
+8% +$12.9K 0.03% 223
2013
Q4 		$169K Buy
4,392
+334
+8% +$12.3K 0.03% 236
2013
Q3 		$143K Buy
4,058
+342
+9% +$12K 0.03% 244
2013
Q2 		$125K Buy
+3,716
New +$126K 0.02% 251

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

Trust Company of Vermont's SUSA Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 4,253 shares worth $656K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SUSA as recently as Q4 2025.

Trust Company of Vermont first reported a position in SUSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $674K in Q4 2024. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Trust Company of Vermont held 4,253 shares of iShares ESG Optimized MSCI USA ETF worth $656K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Trust Company of Vermont position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #247 holding.
  • Trust Company of Vermont first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 52 quarters since.
  • Trust Company of Vermont's iShares ESG Optimized MSCI USA ETF position peaked at $674K in Q4 2024.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.