LPL Financial
HAWX icon

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

LPL Financial’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 		$10.4M Sell
254,799
-6,868
-3% -$285K ﹤0.01% 1965
2025
Q4 		$10.3M Buy
261,667
+4,554
+2% +$178K ﹤0.01% 1899
2025
Q3 		$9.72M Buy
257,113
+8,301
+3% +$301K ﹤0.01% 1888
2025
Q2 		$8.8M Sell
248,812
-65,890
-21% -$2.22M ﹤0.01% 1842
2025
Q1 		$10.5M Sell
314,702
-102,676
-25% -$3.44M ﹤0.01% 1566
2024
Q4 		$13.4M Buy
417,378
+97,085
+30% +$3.19M 0.01% 1327
2024
Q3 		$10.6M Buy
320,293
+19,738
+7% +$630K ﹤0.01% 1431
2024
Q2 		$9.7M Buy
300,555
+3,283
+1% +$104K ﹤0.01% 1402
2024
Q1 		$9.34M Buy
297,272
+56,814
+24% +$1.7M 0.01% 1382
2023
Q4 		$6.97M Buy
240,458
+19,171
+9% +$537K ﹤0.01% 1471
2023
Q3 		$6.12M Buy
221,287
+70,897
+47% +$1.99M ﹤0.01% 1473
2023
Q2 		$4.28M Buy
150,390
+104,927
+231% +$2.93M ﹤0.01% 1660
2023
Q1 		$1.24M Buy
45,463
+19,522
+75% +$528K ﹤0.01% 2573
2022
Q4 		$662K Sell
25,941
-51,857
-67% -$1.44M ﹤0.01% 3008
2022
Q3 		$2.09M Buy
77,798
+21,134
+37% +$609K ﹤0.01% 1947
2022
Q2 		$1.64M Buy
56,664
+41,100
+264% +$1.23M ﹤0.01% 2182
2022
Q1 		$484K Sell
15,564
-1,898
-11% -$59.5K ﹤0.01% 3234
2021
Q4 		$568K Buy
17,462
+4,478
+34% +$147K ﹤0.01% 3167
2021
Q3 		$416K Sell
12,984
-836
-6% -$27.2K ﹤0.01% 3385
2021
Q2 		$456K Buy
13,820
+174
+1% +$5.63K ﹤0.01% 3250
2021
Q1 		$432K Buy
13,646
+1,790
+15% +$55.6K ﹤0.01% 3150
2020
Q4 		$349K Sell
11,856
-4,620
-28% -$130K ﹤0.01% 3085
2020
Q3 		$437K Buy
16,476
+5,215
+46% +$139K ﹤0.01% 2579
2020
Q2 		$291K Sell
11,261
-6,937
-38% -$169K ﹤0.01% 2856
2020
Q1 		$407K Buy
18,198
+4
+0% +$105 ﹤0.01% 2232
2019
Q4 		$512K Buy
18,194
+7,475
+70% +$207K ﹤0.01% 2355
2019
Q3 		$289K Sell
10,719
-2,968
-22% -$78.7K ﹤0.01% 2710
2019
Q2 		$370K Buy
+13,687
New +$366K ﹤0.01% 2521

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's HAWX Position: Q1 2026 in Review

LPL Financial reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 2.6% in Q1 2026, selling an estimated $285K and leaving 254,799 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

LPL Financial first reported a position in HAWX in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.4M in Q4 2024. 55 funds tracked by Wall St. Rank hold HAWX as of Q1 2026.

  • LPL Financial held 254,799 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $10.4M as of Q1 2026.
  • LPL Financial sold 6,868 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2026, an estimated $285K.
  • iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1965 holding.
  • LPL Financial first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2019 and has held it in 28 quarters since.
  • LPL Financial's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $13.4M in Q4 2024.
  • 55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.