HDIM
Hanson & Doremus Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
138
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 437 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$1K | – | 478 |
|
|
2022
Q4 | $1K | Sell |
46
-9,765
| -100% | -$212K | ﹤0.01% | 509 |
|
|
2022
Q3 | $271K | Hold |
9,811
| – | – | 0.07% | 146 |
|
|
2022
Q2 | $317K | Hold |
9,811
| – | – | 0.08% | 140 |
|
|
2022
Q1 | $360K | Hold |
9,811
| – | – | 0.08% | 141 |
|
|
2021
Q4 | $390K | Sell |
9,811
-866
| -8% | -$34.4K | 0.08% | 135 |
|
|
2021
Q3 | $442K | Sell |
10,677
-577
| -5% | -$23.9K | 0.1% | 122 |
|
|
2021
Q2 | $401K | Hold |
11,254
| – | – | 0.12% | 116 |
|
|
2021
Q1 | $487K | Hold |
11,254
| – | – | 0.11% | 123 |
|
|
2020
Q4 | $472K | Hold |
11,254
| – | – | 0.12% | 118 |
|
|
2020
Q3 | $401K | Hold |
11,254
| – | – | 0.12% | 116 |
|
|
2020
Q2 | $361K | Hold |
11,254
| – | – | 0.11% | 123 |
|
|
2020
Q1 | $308K | Hold |
11,254
| – | – | 0.1% | 135 |
|
|
2019
Q4 | $404K | Hold |
11,254
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $366K | Hold |
11,254
| – | – | 0.11% | 129 |
|
|
2019
Q2 | $383K | Hold |
11,254
| – | – | 0.12% | 121 |
|
|
2019
Q1 | $383K | Hold |
11,254
| – | – | 0.13% | 127 |
|
|
2018
Q4 | $345K | Hold |
11,254
| – | – | 0.12% | 125 |
|
|
2018
Q3 | $375K | Buy |
11,254
+292
| +3% | +$9.73K | 0.12% | 136 |
|
|
2018
Q2 | $369K | Buy |
10,962
+5,481
| +100% | +$185K | 0.12% | 132 |
|
|
2018
Q1 | $415K | Buy |
5,481
+1,011
| +23% | +$76.5K | 0.13% | 132 |
|
|
2017
Q4 | $330K | Buy |
4,470
+1,390
| +45% | +$103K | 0.11% | 140 |
|
|
2017
Q3 | $214K | Buy |
+3,080
| New | +$214K | 0.07% | 171 |
|