Steward Partners Investment Advisory’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
|
|||||
|
2025
Q1 | $299K | Sell |
|
|||||
|
2024
Q4 | $315K | Sell |
|
|||||
|
2024
Q3 | $360K | Sell |
|
|||||
|
2024
Q2 | $373K | Sell |
|
|||||
|
2024
Q1 | $383K | Hold |
|
|||||
|
2023
Q4 | $354K | Sell |
|
|||||
|
2023
Q3 | $346K | Sell |
|
|||||
|
2023
Q2 | $391K | Hold |
|
|||||
|
2023
Q1 | $376K | Sell |
|
|||||
|
2022
Q4 | $365K | Hold |
|
|||||
|
2022
Q3 | $385K | Sell |
|
|||||
|
2022
Q2 | $423K | Sell |
|
|||||
|
2022
Q1 | $553K | Sell |
|
|||||
|
2021
Q4 | $578K | Buy |
|
|||||
|
2021
Q3 | $498K | Buy |
|
|||||
|
2021
Q2 | $451K | Sell |
|
|||||
|
2021
Q1 | $1.15M | Buy |
|
|||||
|
2020
Q4 | $892K | Buy |
|
|||||
|
2020
Q3 | $584K | Buy |
|
|||||
|
2020
Q2 | $409K | Buy |
|
|||||
|
2020
Q1 | $218K | Sell |
|
|||||
|
2019
Q4 | $279K | Buy |
|
|||||
|
2019
Q3 | $205K | Buy |
|