Hanson & Doremus Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
1,847
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $86K | Hold |
1,847
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $92K | Buy |
1,847
+414
| +29% | +$20.6K | 0.01% | 253 |
|
|
2024
Q3 | $70K | Buy |
1,433
+240
| +20% | +$11.7K | 0.01% | 275 |
|
|
2024
Q2 | $56K | Buy |
1,193
+233
| +24% | +$10.9K | 0.01% | 291 |
|
|
2024
Q1 | $43K | Buy |
+960
| New | +$43K | 0.01% | 318 |
|