Mariner Independent Advisor Network’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.31M	Sell	85,716 -1,130	-1%	-$32.6K	0.1%	210
2022 Q2	$2.49M	Sell	86,846 -276	-0.3%	-$8.29K	0.11%	201
2022 Q1	$2.71M	Buy	87,122 +3,616	+4%	+$113K	0.1%	199
2021 Q4	$2.73M	Buy	83,506 +9,392	+13%	+$307K	0.13%	182
2021 Q3	$2.37M	Buy	74,114 +6,665	+10%	+$217K	0.12%	199
2021 Q2	$2.23M	Buy	67,449 +20,466	+44%	+$662K	0.1%	222
2021 Q1	$1.49M	Buy	46,983 +16,137	+52%	+$501K	0.08%	253
2020 Q4	$908K	Buy	30,846 +12,346	+67%	+$347K	0.05%	297
2020 Q3	$491K	Buy	18,500 +7,546	+69%	+$200K	0.04%	265
2020 Q2	$284K	Buy	10,954 +490	+5%	+$12K	0.03%	296
2020 Q1	$225K	Buy	+10,464	New	+$275K	0.02%	341

Other funds holding HAWX

Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Independent Advisor Network's HAWX Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 1.3% in Q3 2022, selling an estimated $32.6K and leaving 85,716 shares worth $2.31M. The position accounts for 0.1% of the portfolio, ranked #210.

Mariner Independent Advisor Network first reported a position in HAWX in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.73M in Q4 2021. 24 funds tracked by Wall St. Rank hold HAWX as of Q3 2022.

Mariner Independent Advisor Network held 85,716 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $2.31M as of Q3 2022.
Mariner Independent Advisor Network sold 1,130 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2022, an estimated $32.6K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #210 holding.
Mariner Independent Advisor Network first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $2.73M in Q4 2021.
24 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.