Number of Shares
188,143.00
Current Holdings Value*
$6.29 Mil
% of Portfolio
1.18%
Total Estimate Gain
$477,299.98
% of Total Estimate Gain
7.58%

Strategic Financial Concepts, LLC's iShares Currency Hedged MSCI ACWI ex U.S. ETF Holding Summary

As of 2025-03-31, Strategic Financial Concepts, LLC held 188,143.00 shares of iShares Currency Hedged MSCI ACWI ex U.S. ETF(HAWX), totaling $6.29 Mil. This investment constitutes 1.18% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 2.55% of the outstanding iShares Currency Hedged MSCI ACWI ex U.S. ETF(HAWX) stock.

The initial trade took place in 2025Q1. And since then Strategic Financial Concepts, LLC has made 1 purchases of HAWX, at an average price of $33.46, for a total of 188,143.00 shares. Based on historical transaction data and HAWX's current price of $36.00, Strategic Financial Concepts, LLC's estimated gain on his HAWX holdings is $477,299.98, reflecting a 7.58% gain to date.

Strategic Financial Concepts, LLC HAWX ($36.00) Holding Chart

Strategic Financial Concepts, LLC HAWX ($36.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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