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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
Q3 		$547K Hold
3,280
– – 0.01% 452
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CX Institutional's ESGU Position: Q3 2026 in Review

CX Institutional held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 3,280 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #452.

CX Institutional first reported a position in ESGU in Q1 2025 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • CX Institutional held 3,280 shares of iShares ESG Aware MSCI USA ETF worth $547K as of Q3 2026.
  • CX Institutional left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #452 holding.
  • CX Institutional first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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