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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
Q3 		$110K Hold
1,615
– – 0.01% 256
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Hanson & Doremus Investment Management's USXF Position: Q3 2026 in Review

Hanson & Doremus Investment Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q3 2026 at 1,615 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #256.

Hanson & Doremus Investment Management first reported a position in USXF in Q1 2024 and has held it in 11 quarters since. The position peaked at $112K in Q2 2026. 43 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Hanson & Doremus Investment Management held 1,615 shares of iShares ESG Advanced MSCI USA ETF worth $110K as of Q3 2026.
  • Hanson & Doremus Investment Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #256 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
  • Hanson & Doremus Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $112K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.