AWM
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AE Wealth Management’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

AE Wealth Management’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
2026
Q2 		$567K Hold
12,192
– – ﹤0.01% 1163
2026
Q1 		$499K Sell
12,192
-2,077
-15% -$86.2K ﹤0.01% 1112
2025
Q4 		$563K Sell
14,269
-639
-4% -$25K ﹤0.01% 1006
2025
Q3 		$564K Sell
14,908
-1,460
-9% -$52.9K ﹤0.01% 928
2025
Q2 		$579K Sell
16,368
-273
-2% -$9.21K ﹤0.01% 878
2025
Q1 		$556K Sell
16,641
-3,277
-16% -$110K ﹤0.01% 885
2024
Q4 		$642K Sell
19,918
-3,725
-16% -$122K 0.01% 826
2024
Q3 		$779K Sell
23,643
-473,788
-95% -$15.1M 0.01% 761
2024
Q2 		$16.1M Buy
497,431
+26,743
+6% +$850K 0.16% 153
2024
Q1 		$14.8M Sell
470,688
-271
-0.1% -$8.09K 0.17% 169
2023
Q4 		$13.8M Buy
470,959
+62,912
+15% +$1.76M 0.07% 326
2023
Q3 		$11.3M Buy
408,047
+72,558
+22% +$2.03M 0.07% 351
2023
Q2 		$9.55M Buy
335,489
+68,817
+26% +$1.92M 0.06% 379
2023
Q1 		$7.3M Buy
266,672
+56,015
+27% +$1.52M 0.05% 421
2022
Q4 		$5.37M Sell
210,657
-10,179
-5% -$282K 0.04% 462
2022
Q3 		$5.94M Sell
220,836
-53,692
-20% -$1.55M 0.05% 389
2022
Q2 		$7.94M Sell
274,528
-656
-0.2% -$19.7K 0.06% 322
2022
Q1 		$8.56M Buy
275,184
+3,783
+1% +$119K 0.06% 320
2021
Q4 		$8.83M Buy
271,401
+1,877
+0.7% +$61.4K 0.06% 297
2021
Q3 		$8.63M Buy
269,524
+37,246
+16% +$1.21M 0.07% 262
2021
Q2 		$7.66M Buy
232,278
+42,201
+22% +$1.36M 0.07% 268
2021
Q1 		$6.01M Buy
190,077
+55,515
+41% +$1.72M 0.06% 283
2020
Q4 		$3.96M Buy
134,562
+11,541
+9% +$325K 0.04% 313
2020
Q3 		$3.26M Sell
123,021
-1,692
-1% -$44.9K 0.05% 312
2020
Q2 		$3.22M Buy
124,713
+9,330
+8% +$228K 0.05% 296
2020
Q1 		$2.58M Buy
115,383
+91,416
+381% +$2.41M 0.06% 256
2019
Q4 		$674K Buy
23,967
+13,397
+127% +$371K 0.01% 638
2019
Q3 		$285K Buy
+10,570
New +$280K 0.01% 806

Other funds holding HAWX

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AE Wealth Management's HAWX Position: Q2 2026 in Review

AE Wealth Management held its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) position steady in Q2 2026 at 12,192 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

AE Wealth Management first reported a position in HAWX in Q3 2019 and has held it in 28 quarters since. The position peaked at $16.1M in Q2 2024. 57 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

  • AE Wealth Management held 12,192 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $567K as of Q2 2026.
  • AE Wealth Management left its iShares Currency Hedged MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • AE Wealth Management first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $16.1M in Q2 2024.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.