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 Q3	$385K	Sell	7,105 -388	-5%	-$20.7K	0.1%	144
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Hoxton Planning & Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.2% in Q3 2026, selling an estimated $20.7K and leaving 7,105 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #144.

Hoxton Planning & Management first reported a position in ESGE in Q4 2022 and has held it in 7 quarters since. The position peaked at $410K in Q2 2026. 189 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Hoxton Planning & Management held 7,105 shares of iShares ESG Aware MSCI EM ETF worth $385K as of Q3 2026.
Hoxton Planning & Management sold 388 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $20.7K.
iShares ESG Aware MSCI EM ETF made up 0.1% of Hoxton Planning & Management's portfolio in Q3 2026, its #144 holding.
Hoxton Planning & Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 7 quarters since.
Hoxton Planning & Management's iShares ESG Aware MSCI EM ETF position peaked at $410K in Q2 2026.
189 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

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