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

Clearstead 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
Q2 		$530K Sell
11,404
-3,687
-24% -$164K 0.01% 742
2026
Q1 		$617K Buy
+15,091
New +$627K 0.01% 659

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

Clearstead Advisors's HAWX Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 24% in Q2 2026, selling an estimated $164K and leaving 11,404 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #742.

Clearstead Advisors first reported a position in HAWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $617K in Q1 2026. 57 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

  • Clearstead Advisors held 11,404 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $530K as of Q2 2026.
  • Clearstead Advisors sold 3,687 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $164K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #742 holding.
  • Clearstead Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $617K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.