BWP
HAWX icon

Baldwin Wealth Partners’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Baldwin Wealth Partners’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
2023
Q2 		– Sell
-2,332
Closed -$63.9K – 772
2023
Q1 		$63.9K Buy
+2,332
New +$63.1K 0.01% 388

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Baldwin Wealth Partners's HAWX Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2023, closing a stake of 2,332 shares — an estimated $63.9K sold.

Baldwin Wealth Partners first reported a position in HAWX in Q1 2023 and held it in 1 quarter. The position peaked at $63.9K in Q1 2023. 26 funds tracked by Wall St. Rank hold HAWX as of Q2 2023.

  • Baldwin Wealth Partners reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,332 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2023, an estimated $63.9K.
  • Baldwin Wealth Partners first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $63.9K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.