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Hanson & Doremus Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Hanson & Doremus Investment Management’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Sell
1,615
-75
-4% -$4.85K 0.01% 261
2026
Q1 		$93K Sell
1,690
-67
-4% -$3.88K 0.01% 270
2025
Q4 		$101K Sell
1,757
-17
-1% -$978 0.01% 260
2025
Q3 		$102K Sell
1,774
-73
-4% -$4.07K 0.01% 261
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% +$21K 0.01% 253
2024
Q3 		$70K Buy
1,433
+240
+20% +$11.3K 0.01% 275
2024
Q2 		$56K Buy
1,193
+233
+24% +$10.4K 0.01% 291
2024
Q1 		$43K Buy
+960
New +$40.8K 0.01% 318

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hanson & Doremus Investment Management's USXF Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.4% in Q2 2026, selling an estimated $4.85K and leaving 1,615 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #261.

Hanson & Doremus Investment Management first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Hanson & Doremus Investment Management held 1,615 shares of iShares ESG Advanced MSCI USA ETF worth $112K as of Q2 2026.
  • Hanson & Doremus Investment Management sold 75 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $4.85K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #261 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.