Strategic Financial Concepts, LLC HAWX Holdings History
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 $35.86, Strategic Financial Concepts, LLC's estimated gain on his HAWX holdings is $450,790.63, reflecting a 7.16% gain to date.
Strategic Financial Concepts, LLC HAWX ($35.86) Holding Chart
Strategic Financial Concepts, LLC HAWX ($35.86) 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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