Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-150	Closed	-$15K	–	335
2021 Q4	$15K	Hold	150	–	–	0.01%	317
2021 Q3	$16K	Hold	150	–	–	0.01%	313
2021 Q2	$15K	Buy	+150	New	+$15K	0.01%	328