WMWM
Whitaker-Myers Wealth Managers’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
13,934
+5,748
| +70% | +$203K | 0.12% | 77 |
|
|
2025
Q1 | $274K | Sell |
8,186
-303
| -4% | -$10.1K | 0.08% | 97 |
|
|
2024
Q4 | $273K | Buy |
8,489
+31
| +0.4% | +$999 | 0.08% | 97 |
|
|
2024
Q3 | $279K | Sell |
8,458
-30
| -0.4% | -$989 | 0.09% | 88 |
|
|
2024
Q2 | $274K | Buy |
8,488
+1,835
| +28% | +$59.3K | 0.1% | 85 |
|
|
2024
Q1 | $209K | Sell |
6,653
-1,513
| -19% | -$47.5K | 0.09% | 91 |
|
|
2023
Q4 | $237K | Sell |
8,166
-5,527
| -40% | -$160K | 0.12% | 71 |
|
|
2023
Q3 | $378K | Sell |
13,693
-18,840
| -58% | -$521K | 0.23% | 55 |
|
|
2023
Q2 | $926K | Sell |
32,533
-8,283
| -20% | -$236K | 0.62% | 34 |
|
|
2023
Q1 | $1.12M | Sell |
40,816
-26,894
| -40% | -$736K | 0.87% | 28 |
|
|
2022
Q4 | $1.73M | Buy |
+67,710
| New | +$1.73M | 1.66% | 19 |
|