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Raymond James Financial Services Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$459K Buy
13,909
+252
+2% +$8.04K ﹤0.01% 2682
2024
Q2 		$441K Buy
+13,657
New +$434K ﹤0.01% 2629
2022
Q4 		– Sell
-8,048
Closed -$217K – 3318
2022
Q3 		$217K Hold
8,048
– – ﹤0.01% 2805
2022
Q2 		$233K Hold
8,048
– – ﹤0.01% 2778
2022
Q1 		$250K Buy
+8,048
New +$252K ﹤0.01% 2841

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Raymond James Financial Services Advisors's HAWX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 1.8% in Q3 2024, buying an estimated $8.04K and bringing the position to 13,909 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Raymond James Financial Services Advisors first reported a position in HAWX in Q1 2022 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold HAWX as of Q3 2024.

  • Raymond James Financial Services Advisors held 13,909 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $459K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 252 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2024, an estimated $8.04K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2682 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2022 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.