Hoxton Planning & Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Sell	7,493 -536	-7%	-$28K	0.11%	143
2026 Q1	$365K	Buy	8,029 +791	+11%	+$37.4K	0.11%	137
2025 Q4	$320K	Buy	7,238 +2,215	+44%	+$97.7K	0.1%	146
2025 Q3	$218K	Buy	+5,023	New	+$205K	0.07%	201
2023 Q2	–	Sell	-8,700	Closed	-$274K	–	152
2023 Q1	$274K	Sell	8,700 -600	-6%	-$19K	0.15%	124
2022 Q4	$280K	Buy	+9,300	New	+$273K	0.15%	126

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

EWM

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

FFA

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

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

Hoxton Planning & Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 6.7% in Q2 2026, selling an estimated $28K and leaving 7,493 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #143.

Hoxton Planning & Management first reported a position in ESGE in Q4 2022 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Hoxton Planning & Management held 7,493 shares of iShares ESG Aware MSCI EM ETF worth $410K as of Q2 2026.
Hoxton Planning & Management sold 536 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $28K.
iShares ESG Aware MSCI EM ETF made up 0.11% of Hoxton Planning & Management's portfolio in Q2 2026, its #143 holding.
Hoxton Planning & Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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