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

Financial 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
2025
Q3 		$64M Sell
1,692,450
-39,399
-2% -$1.43M 11.34% 4
2025
Q2 		$61.2M Sell
1,731,849
-19,535
-1% -$659K 11.4% 5
2025
Q1 		$58.6M Sell
1,751,384
-235
-0% -$7.86K 11.56% 4
2024
Q4 		$56.4M Buy
1,751,619
+4,958
+0.3% +$163K 10.82% 6
2024
Q3 		$57.6M Buy
1,746,661
+34,030
+2% +$1.09M 10.97% 6
2024
Q2 		$55.3M Buy
1,712,631
+11,876
+0.7% +$377K 11.31% 5
2024
Q1 		$53.4M Buy
1,700,755
+28,850
+2% +$861K 11.06% 5
2023
Q4 		$48.5M Sell
1,671,905
-8,628
-0.5% -$242K 10.86% 6
2023
Q3 		$46.4M Buy
1,680,533
+13,088
+0.8% +$367K 11.5% 4
2023
Q2 		$47.5M Sell
1,667,445
-2,749
-0.2% -$76.8K 11.31% 4
2023
Q1 		$45.7M Buy
1,670,194
+67,390
+4% +$1.82M 11.58% 4
2022
Q4 		$40.9M Sell
1,602,804
-8,878
-0.6% -$246K 11.17% 4
2022
Q3 		$43.4M Buy
1,611,682
+36,863
+2% +$1.06M 15.07% 2
2022
Q2 		$45.5M Buy
1,574,819
+8,622
+0.6% +$259K 16.09% 2
2022
Q1 		$48.7M Buy
1,566,197
+50,016
+3% +$1.57M 15.21% 2
2021
Q4 		$49.3M Buy
1,516,181
+4,456
+0.3% +$146K 15.02% 2
2021
Q3 		$48.4M Buy
1,511,725
+28,094
+2% +$913K 16.37% 2
2021
Q2 		$48.9M Buy
1,483,631
+49,999
+3% +$1.62M 17.16% 2
2021
Q1 		$45.4M Buy
1,433,632
+14,604
+1% +$453K 18.1% 2
2020
Q4 		$41.8M Buy
1,419,028
+34,646
+3% +$974K 18.56% 2
2020
Q3 		$36.7M Buy
1,384,382
+26,588
+2% +$706K 19.32% 2
2020
Q2 		$35.1M Sell
1,357,794
-4,131
-0.3% -$101K 19.54% 2
2020
Q1 		$30.5M Sell
1,361,925
-53,326
-4% -$1.4M 20.63% 2
2019
Q4 		$39.8M Buy
1,415,251
+17,621
+1% +$488K 22.57% 2
2019
Q3 		$37.7M Buy
1,397,630
+14,101
+1% +$374K 23.1% 2
2019
Q2 		$37.5M Buy
1,383,529
+838,098
+154% +$22.4M 24.03% 2
2019
Q1 		$14.4M Buy
545,431
+85,945
+19% +$2.19M 9.83% 4
2018
Q4 		$10.9M Buy
+459,486
New +$11.5M 8.85% 4

Other funds holding HAWX

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Financial Advisors's HAWX Position: Q3 2025 in Review

Financial Advisors reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 2.3% in Q3 2025, selling an estimated $1.43M and leaving 1,692,450 shares worth $64M. The position accounts for 11.34% of the portfolio, ranked #4.

Financial Advisors first reported a position in HAWX in Q4 2018 and has held it in 28 quarters since. 45 funds tracked by Wall St. Rank hold HAWX as of Q3 2025.

  • Financial Advisors held 1,692,450 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $64M as of Q3 2025.
  • Financial Advisors sold 39,399 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2025, an estimated $1.43M.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up 11.34% of Financial Advisors's portfolio in Q3 2025, its #4 holding.
  • Financial Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2018 and has held it in 28 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.