LEWIX Mutual Fund

NAV$19.12

AUM$367,721.74

TER0.25%

Holdings11

See how much of LEWIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

LEWIX Mutual Fund

NAV$19.12

BlackRock LifePath ESG Index 2065 Fund Institutional Class

AUM$367,721.74

TER0.25%

Holdings11

See how much of LEWIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 11 of 11 holdings · as of Apr 30, 2026

LEWIX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	ESGU	IShares ESG Aware MSCI USA ETFFinancials · Capital Markets	51.47%	51.5%	29,153	$4.57M	Financials	Capital Markets
2	BISXX	Blackrock Cash Funds: Institutional, Sl Agency SharesFinancials · Capital Markets	38.60%	90.1%	3,422,222	$3.42M	Financials	Capital Markets
Sector and industry · Pro
3	ESGD	Ishares Trust Ishares Esg Msci Eafe ETF	19.23%	109.3%	16,877	$1.71M
4	ESGE	IShares ESG Aware MSCI EM ETF	10.70%	120.0%	18,561	$949.2K
5	ESML	IShares ESG Aware MSCI USA Small-Cap ETF	5.89%	125.9%	10,178	$522.7K
6	BKRDX	Ishares Developd Rl Estat Cl K	4.14%	130.0%	41,340	$367.5K
7	SCZ	Ishares Msci Eafe Small Cap ETF	3.16%	133.2%	3,354	$280.4K
8	EWC	Energy World Corp Ltd	2.71%	135.9%	4,105	$240.6K
9	EEMS	IShares MSCI Emerging Markets Small-Cap ETF	1.54%	137.4%	1,773	$136.3K
10	Debt	Ishares Esg U.S. Aggregate Bond ETF	0.96%	138.4%	1,791	$85.0K
11	Debt	Blackrock Cash Funds: Treasury, Sl Agency Shares	0.27%	138.7%	24,229	$24.2K

Not reported for this fund: share changes.

FundXLS Pro

See every sector, industry and share-change value

X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.

Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

LEWIX Mutual Fund All Holdings

LEWIX holdings total 11 positions. The top 10 holdings account for 138.4% of the fund, led by iShares ESG Aware MSCI USA ETF at 51.5%, Blackrock Cash Funds: Institutional, Sl Agency Shares at 38.6%, Ishares Trust Ishares Esg Msci Eafe ETF at 19.2%.

LEWIX portfolio concentration is relatively high, with the top 10 representing 138.4% of total assets. The largest sector exposure is Financials at 112.7%.

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