Avantax Advisory Services’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Avantax Advisory Services’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	$1.23M	Buy	34,929 +21,208	+155%	+$715K	0.01%	1033
2025 Q1	$459K	Sell	13,721 -1,617	-11%	-$54.1K	﹤0.01%	1558
2024 Q4	$494K	Sell	15,338 -495	-3%	-$16.3K	﹤0.01%	1456
2024 Q3	$522K	Buy	15,833 +542	+4%	+$17.3K	﹤0.01%	1385
2024 Q2	$494K	Buy	+15,291	New	+$486K	﹤0.01%	1368

Other funds holding HAWX

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Avantax Advisory Services's HAWX Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 155% in Q2 2025, buying an estimated $715K and bringing the position to 34,929 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1033.

Avantax Advisory Services first reported a position in HAWX in Q2 2024 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold HAWX as of Q2 2025.

Avantax Advisory Services held 34,929 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $1.23M as of Q2 2025.
Avantax Advisory Services bought 21,208 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2025, an estimated $715K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1033 holding.
Avantax Advisory Services first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2024 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2025.

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