EFS
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Essex Financial Services’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Essex Financial 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 		$234K Hold
5,731
– – 0.01% 701
2025
Q4 		$226K Sell
5,731
-40
-0.7% -$1.56K 0.01% 707
2025
Q3 		$218K Buy
+5,771
New +$209K 0.01% 691

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 $305M 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 $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B 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

Essex Financial Services's HAWX Position: Q1 2026 in Review

Essex Financial Services held its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) position steady in Q1 2026 at 5,731 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #701.

Essex Financial Services first reported a position in HAWX in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold HAWX as of Q1 2026.

  • Essex Financial Services held 5,731 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $234K as of Q1 2026.
  • Essex Financial Services left its iShares Currency Hedged MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #701 holding.
  • Essex Financial Services first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.