Journey Strategic Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell	9,644 -362	-4%	-$45.9K	0.04%	134
2025 Q1	$1.15M	Buy	10,006 +123	+1%	+$14.1K	0.04%	119
2024 Q4	$1.2M	Sell	9,883 -148	-1%	-$18K	0.04%	104
2024 Q3	$1.21M	Buy	+10,031	New	+$1.21M	0.04%	110