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 $24.3B AUM 29.21% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return