IFP Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44
| Closed | -$1K | – | 3833 |
|
|
2022
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4360 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2211 |
|
|
2018
Q4 | $1K | Sell |
50
-16,331
| -100% | -$327K | ﹤0.01% | 3260 |
|
|
2018
Q3 | $437K | Buy |
16,381
+377
| +2% | +$10.1K | 0.02% | 728 |
|
|
2018
Q2 | $424K | Buy |
16,004
+144
| +0.9% | +$3.82K | 0.02% | 734 |
|
|
2018
Q1 | $426K | Hold |
15,860
| – | – | 0.02% | 681 |
|
|
2017
Q4 | $426K | Buy |
15,860
+364
| +2% | +$9.78K | 0.02% | 678 |
|
|
2017
Q3 | $404K | Sell |
15,496
-386
| -2% | -$10.1K | 0.02% | 775 |
|
|
2017
Q2 | $402K | Buy |
15,882
+1,095
| +7% | +$27.7K | 0.02% | 771 |
|
|
2017
Q1 | $362K | Buy |
14,787
+3,627
| +33% | +$88.8K | 0.02% | 822 |
|
|
2016
Q4 | $258K | Buy |
11,160
+806
| +8% | +$18.6K | 0.01% | 927 |
|
|
2016
Q3 | $231K | Buy |
10,354
+109
| +1% | +$2.43K | 0.01% | 933 |
|
|
2016
Q2 | $220K | Buy |
10,245
+10,195
| +20,390% | +$219K | 0.01% | 922 |
|
|
2016
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2211 |
|