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Independent Advisor Alliance’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-62,731
Closed -$2.57M – 1295
2026
Q1 		$2.57M Buy
+62,731
New +$2.6M 0.03% 482
2025
Q1 		– Sell
-52,548
Closed -$1.69M – 1042
2024
Q4 		$1.69M Buy
+52,548
New +$1.73M 0.02% 561

Other funds holding HAWX

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Advisor Alliance's HAWX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2026, closing a stake of 62,731 shares — an estimated $2.57M sold.

Independent Advisor Alliance first reported a position in HAWX in Q4 2024 and held it in 2 quarters. The position peaked at $2.57M in Q1 2026. 57 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 62,731 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.57M.
  • Independent Advisor Alliance first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $2.57M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.