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CX Institutional’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CX Institutional’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36K Hold
233
– – ﹤0.01% 1086
2026
Q2 		$36K Hold
233
– – ﹤0.01% 1037
2026
Q1 		$31K Hold
233
– – ﹤0.01% 1047
2025
Q4 		$32K Hold
233
– – ﹤0.01% 1043
2025
Q3 		$32K Buy
233
+1
+0.4% +$131 ﹤0.01% 1021
2025
Q2 		$29K Hold
232
– – ﹤0.01% 929
2025
Q1 		$27K Buy
+232
New +$28.1K ﹤0.01% 921

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

CX Institutional's SUSA Position: Q3 2026 in Review

CX Institutional held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 233 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

CX Institutional first reported a position in SUSA in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • CX Institutional held 233 shares of iShares ESG Optimized MSCI USA ETF worth $36K as of Q3 2026.
  • CX Institutional left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1086 holding.
  • CX Institutional first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

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