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Congress Wealth Management’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$13M Buy
+368,101
New +$12.4M 0.13% 191

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's HAWX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2025: 368,101 shares worth $13M. The stake represents 0.13% of the portfolio and ranks #191 among its holdings.

48 funds tracked by Wall St. Rank hold HAWX as of Q2 2025.

  • Congress Wealth Management held 368,101 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $13M as of Q2 2025.
  • iShares Currency Hedged MSCI ACWI ex US ETF was a new Congress Wealth Management position in Q2 2025.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #191 holding.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.