CLA (CliftonLarsonAllen) Wealth Advisors
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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q1 		– Sell
-30,205
Closed -$715K – 121
2018
Q4 		$715K Buy
+30,205
New +$755K 0.07% 113

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HAWX Position: Q1 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q1 2019, closing a stake of 30,205 shares — an estimated $715K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HAWX in Q4 2018 and held it in 1 quarter. The position peaked at $715K in Q4 2018. 13 funds tracked by Wall St. Rank hold HAWX as of Q1 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q1 2019 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 30,205 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2019, an estimated $715K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2018 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $715K in Q4 2018.
  • 13 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.