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Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-137
Closed -$4K – 1039
2022
Q2 		$4K Buy
+137
New +$4.12K ﹤0.01% 1549

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HAWX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q3 2022, closing a stake of 137 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in HAWX in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 24 funds tracked by Wall St. Rank hold HAWX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 137 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $4K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.