Lenox Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
PAS
5L
Lenox Wealth Advisors's ESGU Position: Q1 2022 in Review
Lenox Wealth Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022: 585 shares worth $59K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in ESGU as recently as Q1 2021.
Lenox Wealth Advisors first reported a position in ESGU in Q1 2021 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.
- Lenox Wealth Advisors held 585 shares of iShares ESG Aware MSCI USA ETF worth $59K as of Q1 2022.
- iShares ESG Aware MSCI USA ETF was a new Lenox Wealth Advisors position in Q1 2022.
- iShares ESG Aware MSCI USA ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #231 holding.
- Lenox Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 2 quarters since.
- 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.