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

Concurrent Investment 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	$2.93M	Buy	63,036 +2,875	+5%	+$128K	0.02%	594
2026 Q1	$2.46M	Buy	60,161 +5,123	+9%	+$213K	0.03%	551
2025 Q4	$2.17M	Buy	55,038 +17,084	+45%	+$668K	0.02%	545
2025 Q3	$1.44M	Buy	37,954 +4,774	+14%	+$173K	0.02%	551
2025 Q2	$1.17M	Buy	33,180 +3,696	+13%	+$125K	0.02%	556
2025 Q1	$986K	Buy	29,484 +8,509	+41%	+$285K	0.02%	551
2024 Q4	$676K	Buy	20,975 +10,541	+101%	+$347K	0.02%	592
2024 Q3	$344K	Buy	+10,434	New	+$333K	0.01%	734

Other funds holding HAWX

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Concurrent Investment Advisors's HAWX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 4.8% in Q2 2026, buying an estimated $128K and bringing the position to 63,036 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #594.

Concurrent Investment Advisors first reported a position in HAWX in Q3 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

Concurrent Investment Advisors held 63,036 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $2.93M as of Q2 2026.
Concurrent Investment Advisors bought 2,875 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $128K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #594 holding.
Concurrent Investment Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.