Hanson & Doremus Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 442 |
|
2025
Q1 | $6K | Hold |
49
| – | – | ﹤0.01% | 436 |
|
2024
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 430 |
|
2023
Q1 | – | Sell |
-85
| Closed | -$7K | – | 479 |
|
2022
Q4 | $7K | Sell |
85
-2,566
| -97% | -$211K | ﹤0.01% | 461 |
|
2022
Q3 | $211K | Hold |
2,651
| – | – | 0.05% | 171 |
|
2022
Q2 | $222K | Buy |
+2,651
| New | +$222K | 0.05% | 176 |
|