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

TriCert Investment Counsel Inc.’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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TriCert Investment Counsel Inc. 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.

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

TriCert Investment Counsel Inc. 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 Inc. position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of TriCert Investment Counsel Inc.'s portfolio in Q2 2026, its #87 holding.
371 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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