Sigma Planning Corp’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Sigma Planning Corp’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	-32,340	Closed	-$1.32M	–	1435
2026 Q1	$1.32M	Sell	32,340 -191	-0.6%	-$7.93K	0.04%	464
2025 Q4	$1.28M	Buy	32,531 +3,005	+10%	+$117K	0.04%	457
2025 Q3	$1.12M	Sell	29,526 -40	-0.1%	-$1.45K	0.03%	487
2025 Q2	$1.05M	Buy	+29,566	New	+$997K	0.03%	485

Other funds holding HAWX

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Sigma Planning Corp's HAWX Position: Q2 2026 in Review

Sigma Planning Corp sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q2 2026, closing a stake of 32,340 shares — an estimated $1.32M sold.

Sigma Planning Corp first reported a position in HAWX in Q2 2025 and held it in 4 quarters. The position peaked at $1.32M in Q1 2026. 26 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

Sigma Planning Corp reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 32,340 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.32M.
Sigma Planning Corp first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q2 2025 and held it in 4 quarters.
Sigma Planning Corp's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $1.32M in Q1 2026.
26 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.