CX Institutional’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

CX Institutional’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$438K	Buy	+19,940	New	+$451K	0.01%	509

Other funds holding SUSC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional's SUSC Position: Q3 2026 in Review

CX Institutional opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026: 19,940 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

11 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

CX Institutional held 19,940 shares of iShares ESG Aware USD Corporate Bond ETF worth $438K as of Q3 2026.
iShares ESG Aware USD Corporate Bond ETF was a new CX Institutional position in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #509 holding.
11 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

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