CX Institutional’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CX Institutional’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$537K	Hold	3,280	–	–	0.02%	462
2026 Q1	$464K	Hold	3,280	–	–	0.01%	477
2025 Q4	$489K	Buy	3,280 +10	+0.3%	+$1.48K	0.01%	428
2025 Q3	$476K	Buy	3,270 +8	+0.2%	+$1.12K	0.01%	445
2025 Q2	$441K	Hold	3,262	–	–	0.02%	402
2025 Q1	$398K	Buy	+3,262	New	+$420K	0.02%	420

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CX Institutional's ESGU Position: Q2 2026 in Review

CX Institutional held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,280 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #462.

CX Institutional first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

CX Institutional held 3,280 shares of iShares ESG Aware MSCI USA ETF worth $537K as of Q2 2026.
CX Institutional left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #462 holding.
CX Institutional first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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