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

Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return