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Simplicity Solutions’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-134,256
Closed -$3.95M – 687
2020
Q4 		$3.95M Buy
134,256
+11,228
+9% +$316K 0.06% 261
2020
Q3 		$3.27M Sell
123,028
-122
-0.1% -$3.24K 0.06% 248
2020
Q2 		$3.18M Buy
123,150
+9,157
+8% +$224K 0.06% 237
2020
Q1 		$2.55M Buy
113,993
+90,898
+394% +$2.39M 0.08% 190
2019
Q4 		$650K Buy
23,095
+13,142
+132% +$364K 0.02% 477
2019
Q3 		$268K Buy
+9,953
New +$264K 0.01% 582

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Simplicity Solutions's HAWX Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q1 2021, closing a stake of 134,256 shares — an estimated $3.95M sold.

Simplicity Solutions first reported a position in HAWX in Q3 2019 and held it in 6 quarters. The position peaked at $3.95M in Q4 2020. 20 funds tracked by Wall St. Rank hold HAWX as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 134,256 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2021, an estimated $3.95M.
  • Simplicity Solutions first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2019 and held it in 6 quarters.
  • Simplicity Solutions's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $3.95M in Q4 2020.
  • 20 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.