Partners Capital Investment Group’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Partners Capital Investment Group’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	$17.2M	Sell	420,782 -13,857	-3%	-$575K	0.65%	29
2025 Q4	$17.2M	Buy	434,639 +13,428	+3%	+$525K	0.64%	25
2025 Q3	$15.9M	Buy	421,211 +24,155	+6%	+$876K	0.63%	27
2025 Q2	$14M	Buy	397,056 +30,589	+8%	+$1.03M	0.56%	29
2025 Q1	$12.3M	Buy	+366,467	New	+$12.3M	0.21%	54
2024 Q4	–	Sell	-385,578	Closed	-$12.7M	–	139
2024 Q3	$12.7M	Buy	385,578 +12,008	+3%	+$383K	0.2%	55
2024 Q2	$12.1M	Buy	+373,570	New	+$11.9M	0.2%	54
2024 Q1	–	Sell	-368,963	Closed	-$10.7M	–	186
2023 Q4	$10.7M	Sell	368,963 -10,303	-3%	-$289K	0.23%	70
2023 Q3	$10.5M	Buy	379,266 +417	+0.1%	+$11.7K	0.25%	63
2023 Q2	$10.8M	Buy	+378,849	New	+$10.6M	0.23%	71

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Partners Capital Investment Group's HAWX Position: Q1 2026 in Review

Partners Capital Investment Group reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 3.2% in Q1 2026, selling an estimated $575K and leaving 420,782 shares worth $17.2M. The position accounts for 0.65% of the portfolio, ranked #29.

Partners Capital Investment Group first reported a position in HAWX in Q2 2023 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold HAWX as of Q1 2026.

Partners Capital Investment Group held 420,782 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $17.2M as of Q1 2026.
Partners Capital Investment Group sold 13,857 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2026, an estimated $575K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.65% of Partners Capital Investment Group's portfolio in Q1 2026, its #29 holding.
Partners Capital Investment Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2023 and has held it in 10 quarters since.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.