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Geneos Wealth Management’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Geneos Wealth Management’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
2020
Q2 		– Sell
-2,100
Closed -$46K – 2582
2020
Q1 		$46K Buy
+2,100
New +$55.3K ﹤0.01% 1145

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Geneos Wealth Management's HAWX Position: Q2 2020 in Review

Geneos Wealth Management sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2020, closing a stake of 2,100 shares — an estimated $46K sold.

Geneos Wealth Management first reported a position in HAWX in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 18 funds tracked by Wall St. Rank hold HAWX as of Q2 2020.

  • Geneos Wealth Management reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 2,100 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2020, an estimated $46K.
  • Geneos Wealth Management first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2020 and held it in 1 quarter.
  • Geneos Wealth Management's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $46K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.