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CX Institutional’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CX Institutional’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16K Hold
157
– – ﹤0.01% 1217
2026
Q1 		$15K Sell
157
-1
-0.6% -$99 ﹤0.01% 1194
2025
Q4 		$15K Buy
158
+3
+2% +$283 ﹤0.01% 1133
2025
Q3 		$14K Hold
155
– – ﹤0.01% 1149
2025
Q2 		$14K Hold
155
– – ﹤0.01% 1002
2025
Q1 		$13K Buy
+155
New +$12.5K ﹤0.01% 988

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CX Institutional's ESGD Position: Q2 2026 in Review

CX Institutional held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 157 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

CX Institutional first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • CX Institutional held 157 shares of iShares ESG Aware MSCI EAFE ETF worth $16K as of Q2 2026.
  • CX Institutional left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1217 holding.
  • CX Institutional first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.