ARG
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Advisory Resource Group’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Advisory Resource Group’s Portfolio HAWX Stock Details HAWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-118,188
Closed -$3.95M – 172
2025
Q1 		$3.95M Sell
118,188
-40,480
-26% -$1.35M 0.8% 41
2024
Q4 		$5.11M Buy
158,668
+8,196
+5% +$269K 1.08% 24
2024
Q3 		$4.96M Buy
150,472
+3,964
+3% +$126K 1.06% 26
2024
Q2 		$4.73M Buy
146,508
+9,124
+7% +$290K 1.07% 23
2024
Q1 		$4.32M Buy
137,384
+16,137
+13% +$482K 0.99% 27
2023
Q4 		$3.51M Buy
121,247
+4,228
+4% +$118K 0.88% 32
2023
Q3 		$3.23M Buy
117,019
+6,492
+6% +$182K 0.87% 27
2023
Q2 		$3.15M Buy
110,527
+5,120
+5% +$143K 0.86% 26
2023
Q1 		$2.89M Buy
+105,407
New +$2.85M 0.81% 29

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return