CX Institutional
ESGD icon

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
Q3 		$16K Hold
157
– – ﹤0.01% 1268
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

CX Institutional's ESGD Position: Q3 2026 in Review

CX Institutional held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 157 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

CX Institutional first reported a position in ESGD in Q1 2025 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • CX Institutional held 157 shares of iShares ESG Aware MSCI EAFE ETF worth $16K as of Q3 2026.
  • CX Institutional left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1268 holding.
  • CX Institutional first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.