Lenox Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$180K Buy
2,574
+711
+38% +$49.7K 0.06% 153
2020
Q1
$107K Buy
+1,863
New +$107K 0.04% 184