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Hoxton Planning & Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hoxton Planning & Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Hold
1,975
– – 0.08% 176
2026
Q1 		$261K Buy
1,975
+363
+23% +$50.3K 0.08% 181
2025
Q4 		$225K Hold
1,612
– – 0.07% 198
2025
Q3 		$219K Hold
1,612
– – 0.07% 198
2025
Q2 		$204K Buy
+1,612
New +$190K 0.07% 198
2024
Q3 		– Sell
-1,941
Closed -$218K – 207
2024
Q2 		$218K Hold
1,941
– – 0.1% 145
2024
Q1 		$212K Buy
+1,941
New +$202K 0.1% 152

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Hoxton Planning & Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,975 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #176.

Hoxton Planning & Management first reported a position in SUSA in Q1 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Hoxton Planning & Management held 1,975 shares of iShares ESG Optimized MSCI USA ETF worth $305K as of Q2 2026.
  • Hoxton Planning & Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #176 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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