Commonwealth Equity Services
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Commonwealth Equity Services’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Commonwealth Equity 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
2026
Q1 		$319K Buy
7,800
+205
+3% +$8.51K ﹤0.01% 3612
2025
Q4 		$300K Buy
7,595
+70
+0.9% +$2.74K ﹤0.01% 3653
2025
Q3 		$285K Sell
7,525
-53,557
-88% -$1.94M ﹤0.01% 3697
2025
Q2 		$2.16M Buy
61,082
+51,491
+537% +$1.74M ﹤0.01% 1919
2025
Q1 		$321K Buy
+9,591
New +$321K ﹤0.01% 3437
2024
Q4 		– Sell
-6,086
Closed -$201K – 4145
2024
Q3 		$201K Buy
+6,086
New +$194K ﹤0.01% 3698
2023
Q4 		– Sell
-7,235
Closed -$200K – 3957
2023
Q3 		$200K Buy
+7,235
New +$203K ﹤0.01% 3381
2023
Q2 		– Sell
-7,328
Closed -$200 – 3874
2023
Q1 		$200 Buy
+7,328
New +$198K ﹤0.01% 3318

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