Bank of Montreal
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Bank of Montreal’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-429
Closed -$11.1K – 3951
2022
Q4 		$11.1K Buy
+429
New +$11.9K ﹤0.01% 3759

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
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's HAWX Position: Q1 2023 in Review

Bank of Montreal sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q1 2023, closing a stake of 429 shares — an estimated $11.1K sold.

Bank of Montreal first reported a position in HAWX in Q4 2022 and held it in 1 quarter. The position peaked at $11.1K in Q4 2022. 30 funds tracked by Wall St. Rank hold HAWX as of Q1 2023.

  • Bank of Montreal reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 429 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2023, an estimated $11.1K.
  • Bank of Montreal first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2022 and held it in 1 quarter.
  • Bank of Montreal's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $11.1K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.