LEWAX Mutual Fund

LEWAX Mutual Fund

NAV$10.89
See how much of LEWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 9 of 9 holdings · as of Jul 31, 2026
Top 9 weight
99.81%
LEWAX top 10 holdings, by weight
#TickerNameWeightCumulativeSectorIndustry
1
ESGU
IShares ESG Aware MSCI USA ETFFinancials · Capital Markets
51.50%		51.5%FinancialsCapital Markets
2
ESGD
Ishares Trust Ishares Esg Msci Eafe ETFFinancials · Capital Markets
19.49%		71.0%FinancialsCapital Markets
Sector and industry · Pro
3
ESGE
IShares ESG Aware MSCI EM ETF
10.63%		81.6%
4
ESML
Ishares Esg Aware Msci USA Small-C
5.51%		87.1%
5—Ishares Developd Rl Estat Cl K
4.15%		91.3%
6
SCZ
Ishares Msci Eafe Small Cap ETF
3.25%		94.5%
7
EWC
Energy World Corp Ltd
2.78%		97.3%
8
EEMS
Ishares Msci Emerging Markets Smal
1.50%		98.8%
9DebtIshares Esg U.S. Aggregate Bond ETF
1.00%		99.8%
Themes in the top 10
Governance & EthicsClean EnergyClimate SolutionsSocial ImpactEnvironmental SolutionsETF ProvidersAsset ManagementInvestment Technology

LEWAX Mutual Fund Top Holdings

LEWAX holdings top 10 positions. The top 10 holdings account for 99.8% of the fund, led by iShares ESG Aware MSCI USA ETF at 51.5%, Ishares Trust Ishares Esg Msci Eafe ETF at 19.5%, iShares ESG Aware MSCI EM ETF at 10.6%.

LEWAX portfolio concentration is relatively high, with the top 10 representing 99.8% of total assets. The largest sector exposure is Financials at 74.2%.

LEWAX sectors provide a detailed breakdown. LEWAX overlap shows how holdings compare to other funds in your portfolio.