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Aptus Capital Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Aptus Capital Advisors’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
Q1 		$53.3K Hold
1,304
– – ﹤0.01% 1266
2025
Q4 		$51.5K Hold
1,304
– – ﹤0.01% 1289
2025
Q3 		$49.3K Hold
1,304
– – ﹤0.01% 1232
2025
Q2 		$46.1K Hold
1,304
– – ﹤0.01% 1194
2025
Q1 		$43.6K Hold
1,304
– – ﹤0.01% 1127
2024
Q4 		$42K Hold
1,304
– – ﹤0.01% 1130
2024
Q3 		$43K Sell
1,304
-1
-0.1% -$32 ﹤0.01% 954
2024
Q2 		$42.1K Buy
+1,305
New +$41.5K ﹤0.01% 911

Other funds holding HAWX

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return