Hoxton Planning & Management
ESGU icon

Hoxton Planning & Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hoxton Planning & Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63M Sell
9,768
-203
-2% -$33.8K 0.42% 48
2026
Q2 		$1.63M Buy
9,971
+842
+9% +$133K 0.43% 48
2026
Q1 		$1.29M Sell
9,129
-6,103
-40% -$903K 0.39% 52
2025
Q4 		$1.44M Buy
15,232
+6,763
+80% +$1000K 0.43% 45
2025
Q3 		$1.23M Buy
8,469
+1,225
+17% +$172K 0.4% 49
2025
Q2 		$980K Sell
7,244
-540
-7% -$67.4K 0.34% 57
2025
Q1 		$949K Buy
7,784
+1,494
+24% +$192K 0.36% 59
2024
Q4 		$810K Sell
6,290
-82
-1% -$10.6K 0.31% 65
2024
Q3 		$804K Sell
6,372
-57
-0.9% -$6.92K 0.31% 58
2024
Q2 		$767K Sell
6,429
-50
-0.8% -$5.74K 0.36% 50
2024
Q1 		$745K Sell
6,479
-8,371
-56% -$917K 0.36% 51
2023
Q4 		$1.56M Sell
14,850
-2,490
-14% -$244K 0.83% 23
2023
Q3 		$1.63M Sell
17,340
-14,822
-46% -$1.45M 1.05% 19
2023
Q2 		$3.13M Sell
32,162
-9,372
-23% -$865K 1.94% 11
2023
Q1 		$3.76M Sell
41,534
-89,699
-68% -$7.93M 2.07% 10
2022
Q4 		$11.1M Buy
+131,233
New +$11.2M 5.91% 2

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q3 2026, selling an estimated $33.8K and leaving 9,768 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #48.

Hoxton Planning & Management first reported a position in ESGU in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.1M in Q4 2022. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Hoxton Planning & Management held 9,768 shares of iShares ESG Aware MSCI USA ETF worth $1.63M as of Q3 2026.
  • Hoxton Planning & Management sold 203 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $33.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of Hoxton Planning & Management's portfolio in Q3 2026, its #48 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares ESG Aware MSCI USA ETF position peaked at $11.1M in Q4 2022.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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