Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HawsGoodwin Investment Management LLC (CIK 1799500) reported $343.2M across 113 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: ESGU ($39.9M, 11.64%), EFG ($20.2M, 5.90%), IAU ($19.2M, 5.60%), VOO ($16.1M, 4.68%), ESGE ($15.2M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGU | ISHARES TR | $39.9M | 11.64% | 370,127 | Added |
| 2 | EFG | ISHARES TR | $20.2M | 5.90% | 183,558 | Added |
| 3 | IAU | ISHARES GOLD TR | $19.2M | 5.60% | 551,828 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $16.1M | 4.68% | 36,812 | Added |
| 5 | ESGE | ISHARES INC | $15.2M | 4.42% | 381,505 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TR | $12.7M | 3.70% | 26,706 | Added |
| 7 | VLUE | ISHARES TR | $12.6M | 3.66% | 114,760 | Added |
| 8 | EFV | ISHARES TR | $12.5M | 3.63% | 247,163 | Trimmed |
| 9 | IXN | ISHARES TR | $9.4M | 2.74% | 146,314 | Added |
| 10 | COMT | ISHARES U S ETF TR | $9.0M | 2.63% | 292,583 | Added |
| 11 | IYE | ISHARES TR | $8.0M | 2.32% | 264,487 | Added |
| 12 | VB | VANGUARD INDEX FDS | $7.8M | 2.28% | 34,600 | Added |
| 13 | GOVT | ISHARES TR | $7.2M | 2.10% | 270,174 | Trimmed |
| 14 | AAPL | APPLE INC | $7.0M | 2.05% | 39,659 | Trimmed |
| 15 | IGSB | ISHARES TR | $6.6M | 1.93% | 123,117 | Trimmed |
| 16 | IUSB | ISHARES TR | $6.3M | 1.82% | 118,177 | Trimmed |
| 17 | AN | AUTONATION INC | $5.6M | 1.62% | 47,650 | Added |
| 18 | MBB | ISHARES TR | $5.4M | 1.56% | 49,816 | Trimmed |
| 19 | FALN | ISHARES TR | $4.7M | 1.37% | 156,935 | Added |
| 20 | GLD | SPDR GOLD TR | $4.6M | 1.34% | 26,953 | Hold |
| 21 | IHI | ISHARES TR | $4.4M | 1.28% | 66,845 | Trimmed |
| 22 | IXG | ISHARES TR | $4.3M | 1.26% | 53,877 | Added |
| 23 | JPST | J P MORGAN EXCHANGE-TRADED F | $4.2M | 1.22% | 82,828 | Added |
| 24 | EFA | ISHARES TR | $3.7M | 1.08% | 47,006 | Added |
| 25 | META | FACEBOOK INC | $3.4M | 0.98% | 10,038 | Added |
Source: SEC Form 13F filings · as of 2021-12-31