Carroll Advisory Group’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Carroll Advisory 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
2026 Q2	$23.3M	Sell	501,020 -51,958	-9%	-$2.3M	7.65%	3
2026 Q1	$22.6M	Buy	552,978 +38,329	+7%	+$1.59M	8.78%	2
2025 Q4	$20.3M	Buy	+514,649	New	+$20.1M	8.79%	2

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carroll Advisory Group's HAWX Position: Q2 2026 in Review

Carroll Advisory Group reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 9.4% in Q2 2026, selling an estimated $2.3M and leaving 501,020 shares worth $23.3M. The position accounts for 7.65% of the portfolio, ranked #3.

Carroll Advisory Group first reported a position in HAWX in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

Carroll Advisory Group held 501,020 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $23.3M as of Q2 2026.
Carroll Advisory Group sold 51,958 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.3M.
iShares Currency Hedged MSCI ACWI ex US ETF made up 7.65% of Carroll Advisory Group's portfolio in Q2 2026, its #3 holding.
Carroll Advisory Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.