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

Plante Moran 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
Q1 		– Sell
-105
Closed -$3.38K – 860
2024
Q4 		$3.38K Hold
105
– – ﹤0.01% 738
2024
Q3 		$3.46K Buy
+105
New +$3.35K ﹤0.01% 717

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Plante Moran Financial Advisors's HAWX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q1 2025, closing a stake of 105 shares — an estimated $3.38K sold.

Plante Moran Financial Advisors first reported a position in HAWX in Q3 2024 and held it in 2 quarters. The position peaked at $3.46K in Q3 2024. 48 funds tracked by Wall St. Rank hold HAWX as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 105 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2025, an estimated $3.38K.
  • Plante Moran Financial Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $3.46K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.