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 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%	+$1,000K	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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.2% in Q2 2026, buying an estimated $133K and bringing the position to 9,971 shares worth $1.63M. The position accounts for 0.43% of the portfolio, ranked #48.

Hoxton Planning & Management first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q4 2022. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Hoxton Planning & Management held 9,971 shares of iShares ESG Aware MSCI USA ETF worth $1.63M as of Q2 2026.
Hoxton Planning & Management bought 842 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $133K.
iShares ESG Aware MSCI USA ETF made up 0.43% of Hoxton Planning & Management's portfolio in Q2 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 15 quarters since.
Hoxton Planning & Management's iShares ESG Aware MSCI USA ETF position peaked at $11.1M in Q4 2022.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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