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

Lenox Wealth Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		$51K Hold
538
– – 0.01% 248
2021
Q4 		$57K Hold
538
– – 0.01% 242
2021
Q3 		$52K Hold
538
– – 0.01% 227
2021
Q2 		$51K Hold
538
– – 0.01% 231
2021
Q1 		$47K Buy
+538
New +$47K 0.01% 195