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Advisor Group’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Advisor Group’s Portfolio HAWX Stock Details HAWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$321K Buy
11,427
+2,633
+30% +$72.9K ﹤0.01% 1997
2019
Q3 		$237K Buy
8,794
+389
+5% +$10.3K ﹤0.01% 2193
2019
Q2 		$228K Buy
8,405
+3,525
+72% +$94.2K ﹤0.01% 2206
2019
Q1 		$129K Buy
4,880
+2,267
+87% +$57.8K ﹤0.01% 2633
2018
Q4 		$62K Buy
+2,613
New +$65.3K ﹤0.01% 3037

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advisor Group's HAWX Position: Q4 2019 in Review

Advisor Group increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 30% in Q4 2019, buying an estimated $72.9K and bringing the position to 11,427 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Advisor Group first reported a position in HAWX in Q4 2018 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold HAWX as of Q4 2019.

  • Advisor Group held 11,427 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $321K as of Q4 2019.
  • Advisor Group bought 2,633 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q4 2019, an estimated $72.9K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1997 holding.
  • Advisor Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2018 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.