Lenox Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$59K Buy
+585
New +$59K 0.01% 231
2021
Q2
Sell
-137
Closed -$12K 727
2021
Q1
$12K Buy
+137
New +$12K ﹤0.01% 383