Hoxton Planning & Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hoxton Planning & Management’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.3M	Buy	58,659 +2,621	+5%	+$316K	1.9%	9
2026 Q1	$6.24M	Buy	56,038 +23,746	+74%	+$2.79M	1.87%	12
2025 Q4	$3.68M	Sell	32,292 -2,411	-7%	-$276K	1.1%	23
2025 Q3	$3.95M	Sell	34,703 -17,369	-33%	-$1.94M	1.27%	21
2025 Q2	$5.83M	Buy	52,072 +11,744	+29%	+$1.24M	2.02%	7
2025 Q1	$4.03M	Sell	40,328 -16,313	-29%	-$1.66M	1.54%	16
2024 Q4	$5.48M	Buy	56,641 +5,326	+10%	+$541K	2.1%	8
2024 Q3	$5.52M	Sell	51,315 -2,991	-6%	-$310K	2.14%	8
2024 Q2	$5.56M	Buy	54,306 +13,145	+32%	+$1.34M	2.58%	6
2024 Q1	$4.27M	Buy	41,161 +1,262	+3%	+$126K	2.04%	9
2023 Q4	$3.86M	Sell	39,899 -5,475	-12%	-$491K	2.05%	9
2023 Q3	$3.92M	Sell	45,374 -9,863	-18%	-$909K	2.54%	7
2023 Q2	$5.27M	Sell	55,237 -12,214	-18%	-$1.16M	3.25%	5
2023 Q1	$6.32M	Buy	67,451 +14,028	+26%	+$1.26M	3.48%	4
2022 Q4	$4.47M	Buy	+53,423	New	+$4.32M	2.38%	7

Other funds holding EFG

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hoxton Planning & Management's EFG Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.7% in Q2 2026, buying an estimated $316K and bringing the position to 58,659 shares worth $7.3M. The position accounts for 1.9% of the portfolio, ranked #9.

Hoxton Planning & Management first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Hoxton Planning & Management held 58,659 shares of iShares MSCI EAFE Growth ETF worth $7.3M as of Q2 2026.
Hoxton Planning & Management bought 2,621 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $316K.
iShares MSCI EAFE Growth ETF made up 1.9% of Hoxton Planning & Management's portfolio in Q2 2026, its #9 holding.
Hoxton Planning & Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.