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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 $7.99B AUM 24.2% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 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 $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Advisory Resource Group's HAWX Position: Q2 2025 in Review

Advisory Resource Group sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2025, closing a stake of 118,188 shares — an estimated $3.95M sold.

Advisory Resource Group first reported a position in HAWX in Q1 2023 and held it in 9 quarters. The position peaked at $5.11M in Q4 2024. 48 funds tracked by Wall St. Rank hold HAWX as of Q2 2025.

  • Advisory Resource Group reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Advisory Resource Group sold 118,188 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2025, an estimated $3.95M.
  • Advisory Resource Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2023 and held it in 9 quarters.
  • Advisory Resource Group's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $5.11M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2025.

Based on Advisory Resource Group's 13F filing for Q2 2025, filed 8 Aug 2025.