HDIM
Hanson & Doremus Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
3,995
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $326K | Hold |
3,995
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $304K | Hold |
3,995
| – | – | 0.05% | 149 |
|
|
2024
Q3 | $336K | Hold |
3,995
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $315K | Hold |
3,995
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $319K | Hold |
3,995
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $302K | Hold |
3,995
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $276K | Hold |
3,995
| – | – | 0.06% | 146 |
|
|
2023
Q2 | $291K | Hold |
3,995
| – | – | 0.06% | 147 |
|
|
2023
Q1 | $287K | Sell |
3,995
-63
| -2% | -$4.53K | 0.06% | 145 |
|
|
2022
Q4 | $267K | Sell |
4,058
-175
| -4% | -$11.5K | 0.06% | 158 |
|
|
2022
Q3 | $238K | Hold |
4,233
| – | – | 0.06% | 155 |
|
|
2022
Q2 | $266K | Buy |
+4,233
| New | +$266K | 0.07% | 153 |
|