HPM
ESGD icon

Hoxton Planning & Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hoxton Planning & Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,297
Closed -$220K – 233
2026
Q1 		$220K Buy
2,297
+175
+8% +$17.3K 0.07% 202
2025
Q4 		$202K Buy
+2,122
New +$200K 0.06% 214
2023
Q2 		– Sell
-5,287
Closed -$380K – 151
2023
Q1 		$380K Buy
5,287
+1,085
+26% +$76.1K 0.21% 99
2022
Q4 		$276K Buy
+4,202
New +$264K 0.15% 128

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Hoxton Planning & Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,297 shares — an estimated $220K sold.

Hoxton Planning & Management first reported a position in ESGD in Q4 2022 and held it in 4 quarters. The position peaked at $380K in Q1 2023. 185 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Hoxton Planning & Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 2,297 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $220K.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
  • Hoxton Planning & Management's iShares ESG Aware MSCI EAFE ETF position peaked at $380K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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