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Centennial Wealth Advisory’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Centennial Wealth Advisory’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
2024
Q3 		– Sell
-8,489
Closed -$274K – 155
2024
Q2 		$274K Buy
8,489
+585
+7% +$18.6K 0.12% 107
2024
Q1 		$248K Sell
7,904
-479
-6% -$14.3K 0.11% 120
2023
Q4 		$243K Buy
8,383
+960
+13% +$26.9K 0.12% 116
2023
Q3 		$205K Sell
7,423
-208
-3% -$5.83K 0.11% 132
2023
Q2 		$217K Buy
7,631
+195
+3% +$5.45K 0.11% 120
2023
Q1 		$204K Buy
+7,436
New +$201K 0.11% 121
2022
Q2 		– Sell
-7,199
Closed -$224K – 124
2022
Q1 		$224K Sell
7,199
-717
-9% -$22.5K 0.12% 90
2021
Q4 		$257K Sell
7,916
-294
-4% -$9.62K 0.15% 74
2021
Q3 		$263K Buy
8,210
+650
+9% +$21.1K 0.16% 65
2021
Q2 		$249K Buy
+7,560
New +$245K 0.16% 72

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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Centennial Wealth Advisory's HAWX Position: Q3 2024 in Review

Centennial Wealth Advisory sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q3 2024, closing a stake of 8,489 shares — an estimated $274K sold.

Centennial Wealth Advisory first reported a position in HAWX in Q2 2021 and held it in 10 quarters. The position peaked at $274K in Q2 2024. 39 funds tracked by Wall St. Rank hold HAWX as of Q3 2024.

  • Centennial Wealth Advisory reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Centennial Wealth Advisory sold 8,489 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2024, an estimated $274K.
  • Centennial Wealth Advisory first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2021 and held it in 10 quarters.
  • Centennial Wealth Advisory's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $274K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2024.

Based on Centennial Wealth Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.