Lenox Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
PAS
Lenox Wealth Management's ESGU Position: Q2 2020 in Review
Lenox Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 38% in Q2 2020, buying an estimated $46.8K and bringing the position to 2,574 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #153.
Lenox Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold ESGU as of Q2 2020.
- Lenox Wealth Management held 2,574 shares of iShares ESG Aware MSCI USA ETF worth $180K as of Q2 2020.
- Lenox Wealth Management bought 711 iShares ESG Aware MSCI USA ETF shares in Q2 2020, an estimated $46.8K.
- iShares ESG Aware MSCI USA ETF made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #153 holding.
- Lenox Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 2 quarters since.
- 301 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2020.
Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.