Lenox Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$51K Hold
2021
Q4
$57K Hold
2021
Q3
$52K Hold
2021
Q2
$51K Hold
2021
Q1
$47K Buy