LWM
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Lenox Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lenox Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$98K Buy
3,081
+341
+12% +$10.2K 0.03% 202
2020
Q1 		$74K Buy
+2,740
New +$90.5K 0.03% 211

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lenox Wealth Management's ESGE Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2020, buying an estimated $10.2K and bringing the position to 3,081 shares worth $98K. The position accounts for 0.03% of the portfolio, ranked #202.

Lenox Wealth Management first reported a position in ESGE in Q1 2020 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Lenox Wealth Management held 3,081 shares of iShares ESG Aware MSCI EM ETF worth $98K as of Q2 2020.
  • Lenox Wealth Management bought 341 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $10.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #202 holding.
  • Lenox Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.