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Concourse Financial Group Securities’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Concourse Financial Group Securities’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
2022
Q2 		– Sell
-212
Closed -$6.37K – 2231
2022
Q1 		$7K Sell
212
-40,449
-99% -$1.27M ﹤0.01% 1787
2021
Q4 		$1.32M Buy
40,661
+4,155
+11% +$136K 0.08% 263
2021
Q3 		$1.17M Buy
+36,506
New +$1.19M 0.07% 277

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
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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Concourse Financial Group Securities's HAWX Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2022, closing a stake of 212 shares — an estimated $6.37K sold.

Concourse Financial Group Securities first reported a position in HAWX in Q3 2021 and held it in 3 quarters. The position peaked at $1.32M in Q4 2021. 20 funds tracked by Wall St. Rank hold HAWX as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 212 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2022, an estimated $6.37K.
  • Concourse Financial Group Securities first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2021 and held it in 3 quarters.
  • Concourse Financial Group Securities's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $1.32M in Q4 2021.
  • 20 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.