Hoxton Planning & Management
EFG icon

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
Q3 		$6.44M Sell
53,728
-4,931
-8% -$605K 1.64% 13
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hoxton Planning & Management's EFG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.4% in Q3 2026, selling an estimated $605K and leaving 53,728 shares worth $6.44M. The position accounts for 1.64% of the portfolio, ranked #13.

Hoxton Planning & Management first reported a position in EFG in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q2 2026. 432 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Hoxton Planning & Management held 53,728 shares of iShares MSCI EAFE Growth ETF worth $6.44M as of Q3 2026.
  • Hoxton Planning & Management sold 4,931 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $605K.
  • iShares MSCI EAFE Growth ETF made up 1.64% of Hoxton Planning & Management's portfolio in Q3 2026, its #13 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares MSCI EAFE Growth ETF position peaked at $7.3M in Q2 2026.
  • 432 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.