LAS
HAWX icon

Lloyd Advisory Services’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Lloyd Advisory 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
2021
Q3 		– Sell
-1,099
Closed -$36K – 400
2021
Q2 		$36K Buy
+1,099
New +$35.5K 0.02% 188

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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

Lloyd Advisory Services's HAWX Position: Q3 2021 in Review

Lloyd Advisory Services sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q3 2021, closing a stake of 1,099 shares — an estimated $36K sold.

Lloyd Advisory Services first reported a position in HAWX in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 23 funds tracked by Wall St. Rank hold HAWX as of Q3 2021.

  • Lloyd Advisory Services reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,099 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2021, an estimated $36K.
  • Lloyd Advisory Services first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $36K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.