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

Cooper Financial Group’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
2021
Q1 		– Sell
-25,751
Closed -$758K – 273
2020
Q4 		$758K Buy
25,751
+9,314
+57% +$262K 0.15% 111
2020
Q3 		$436K Buy
16,437
+7,856
+92% +$209K 0.13% 115
2020
Q2 		$222K Buy
+8,581
New +$210K 0.07% 171
2020
Q1 		– Sell
-8,661
Closed -$244K – 163
2019
Q4 		$244K Sell
8,661
-2,148
-20% -$59.5K 0.1% 134
2019
Q3 		$291K Buy
10,809
+656
+6% +$17.4K 0.13% 98
2019
Q2 		$275K Buy
10,153
+430
+4% +$11.5K 0.13% 97
2019
Q1 		$257K Buy
+9,723
New +$248K 0.14% 89

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cooper Financial Group's HAWX Position: Q1 2021 in Review

Cooper Financial Group sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q1 2021, closing a stake of 25,751 shares — an estimated $758K sold.

Cooper Financial Group first reported a position in HAWX in Q1 2019 and held it in 7 quarters. The position peaked at $758K in Q4 2020. 20 funds tracked by Wall St. Rank hold HAWX as of Q1 2021.

  • Cooper Financial Group reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 25,751 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2021, an estimated $758K.
  • Cooper Financial Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2019 and held it in 7 quarters.
  • Cooper Financial Group's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $758K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.