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Ladenburg Thalmann Financial Services’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$57K Sell
2,058
-4,492
-69% -$124K ﹤0.01% 3436
2019
Q3 		$177K Sell
6,550
-686
-9% -$18.2K ﹤0.01% 2558
2019
Q2 		$195K Buy
7,236
+1,219
+20% +$32.6K ﹤0.01% 2486
2019
Q1 		$159K Buy
6,017
+3,820
+174% +$97.4K ﹤0.01% 2568
2018
Q4 		$52K Buy
+2,197
New +$54.9K ﹤0.01% 3216

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HAWX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 69% in Q4 2019, selling an estimated $124K and leaving 2,058 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

Ladenburg Thalmann Financial Services first reported a position in HAWX in Q4 2018 and has held it in 5 quarters since. The position peaked at $195K in Q2 2019. 17 funds tracked by Wall St. Rank hold HAWX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,058 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $57K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 4,492 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q4 2019, an estimated $124K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3436 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2018 and has held it in 5 quarters since.
  • Ladenburg Thalmann Financial Services's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $195K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.