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

Journey Strategic Wealth’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
Q1 		$214K Sell
1,620
-37
-2% -$5.13K 0.01% 735
2025
Q4 		$231K Sell
1,657
-274
-14% -$37.8K 0.01% 632
2025
Q3 		$262K Sell
1,931
-7,713
-80% -$1.01M 0.01% 543
2025
Q2 		$1.22M Sell
9,644
-362
-4% -$42.7K 0.04% 134
2025
Q1 		$1.15M Buy
10,006
+123
+1% +$14.9K 0.04% 119
2024
Q4 		$1.2M Sell
9,883
-148
-1% -$18.2K 0.04% 104
2024
Q3 		$1.21M Buy
+10,031
New +$1.16M 0.04% 110

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Journey Strategic Wealth's SUSA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.2% in Q1 2026, selling an estimated $5.13K and leaving 1,620 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #735.

Journey Strategic Wealth first reported a position in SUSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Journey Strategic Wealth held 1,620 shares of iShares ESG Optimized MSCI USA ETF worth $214K as of Q1 2026.
  • Journey Strategic Wealth sold 37 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $5.13K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #735 holding.
  • Journey Strategic Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $1.22M in Q2 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.