IA
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IFP Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-44
Closed -$1K – 3833
2022
Q4 		$1K Buy
+44
New +$1.22K ﹤0.01% 4360
2019
Q1 		$1K Hold
50
– – ﹤0.01% 2211
2018
Q4 		$1K Sell
50
-16,331
-100% -$408K ﹤0.01% 3311
2018
Q3 		$437K Buy
16,381
+377
+2% +$9.98K 0.02% 730
2018
Q2 		$424K Buy
16,004
+144
+0.9% +$3.86K 0.02% 736
2018
Q1 		$426K Hold
15,860
– – 0.02% 681
2017
Q4 		$426K Buy
15,860
+364
+2% +$9.75K 0.02% 680
2017
Q3 		$404K Sell
15,496
-386
-2% -$9.82K 0.02% 777
2017
Q2 		$402K Buy
15,882
+1,095
+7% +$27.5K 0.02% 772
2017
Q1 		$362K Buy
14,787
+3,627
+33% +$86.7K 0.02% 823
2016
Q4 		$258K Buy
11,160
+806
+8% +$18.3K 0.01% 928
2016
Q3 		$231K Buy
10,354
+109
+1% +$2.38K 0.01% 936
2016
Q2 		$220K Buy
10,245
+10,195
+20,390% +$217K 0.01% 924
2016
Q1 		$1K Buy
+50
New +$1.04K ﹤0.01% 2201

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return