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Bogart Wealth LLC’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-1,377
Closed -$38K – 1086
2023
Q3 		$38K Hold
1,377
– – ﹤0.01% 387
2023
Q2 		$39.2K Hold
1,377
– – ﹤0.01% 368
2023
Q1 		$37.7K Buy
1,377
+309
+29% +$8.36K ﹤0.01% 366
2022
Q4 		$27.3K Buy
+1,068
New +$29.6K ﹤0.01% 383

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
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

Bogart Wealth LLC's HAWX Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q4 2023, closing a stake of 1,377 shares — an estimated $38K sold.

Bogart Wealth LLC first reported a position in HAWX in Q4 2022 and held it in 4 quarters. The position peaked at $39.2K in Q2 2023. 33 funds tracked by Wall St. Rank hold HAWX as of Q4 2023.

  • Bogart Wealth LLC reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,377 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q4 2023, an estimated $38K.
  • Bogart Wealth LLC first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2022 and held it in 4 quarters.
  • Bogart Wealth LLC's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $39.2K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.