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Gradient Investments’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-892
Closed -$28.8K – 732
2024
Q2 		$28.8K Buy
+892
New +$28.3K ﹤0.01% 576

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Gradient Investments's HAWX Position: Q3 2024 in Review

Gradient Investments sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q3 2024, closing a stake of 892 shares — an estimated $28.8K sold.

Gradient Investments first reported a position in HAWX in Q2 2024 and held it in 1 quarter. The position peaked at $28.8K in Q2 2024. 39 funds tracked by Wall St. Rank hold HAWX as of Q3 2024.

  • Gradient Investments reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 892 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2024, an estimated $28.8K.
  • Gradient Investments first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $28.8K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.