HPM
ESML icon

Hoxton Planning & Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Hoxton Planning & Management’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,454
Closed -$287K – 153
2023
Q1 		$287K Sell
8,454
-2,230
-21% -$77.9K 0.16% 119
2022
Q4 		$351K Buy
+10,684
New +$355K 0.19% 105

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Hoxton Planning & Management's ESML Position: Q2 2023 in Review

Hoxton Planning & Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023, closing a stake of 8,454 shares — an estimated $287K sold.

Hoxton Planning & Management first reported a position in ESML in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q4 2022. 358 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

  • Hoxton Planning & Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 8,454 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2023, an estimated $287K.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Hoxton Planning & Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $351K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on Hoxton Planning & Management's 13F filing for Q2 2023, filed 20 Jul 2023.