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

Steward Partners Investment Advisory’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	$256K	Sell	6,265 -381	-6%	-$15.8K	﹤0.01%	1895
2025 Q4	$262K	Sell	6,646 -1,079	-14%	-$42.2K	﹤0.01%	1781
2025 Q3	$292K	Sell	7,725 -198	-2%	-$7.18K	﹤0.01%	1670
2025 Q2	$280K	Sell	7,923 -1,025	-11%	-$34.6K	﹤0.01%	1588
2025 Q1	$299K	Sell	8,948 -826	-8%	-$27.6K	﹤0.01%	1449
2024 Q4	$315K	Sell	9,774 -1,141	-10%	-$37.5K	﹤0.01%	1383
2024 Q3	$360K	Sell	10,915 -634	-5%	-$20.2K	﹤0.01%	1256
2024 Q2	$373K	Sell	11,549 -653	-5%	-$20.8K	﹤0.01%	1185
2024 Q1	$383K	Hold	12,202	–	–	﹤0.01%	1164
2023 Q4	$354K	Sell	12,202 -322	-3%	-$9.02K	﹤0.01%	1144
2023 Q3	$346K	Sell	12,524 -1,202	-9%	-$33.7K	0.01%	1064
2023 Q2	$391K	Hold	13,726	–	–	0.01%	1023
2023 Q1	$376K	Sell	13,726 -572	-4%	-$15.5K	0.01%	1028
2022 Q4	$365K	Hold	14,298	–	–	0.01%	1012
2022 Q3	$385K	Sell	14,298 -318	-2%	-$9.16K	0.01%	949
2022 Q2	$423K	Sell	14,616 -3,147	-18%	-$94.5K	0.01%	903
2022 Q1	$553K	Sell	17,763 -15	-0.1%	-$470	0.01%	892
2021 Q4	$578K	Buy	17,778 +2,215	+14%	+$72.5K	0.01%	895
2021 Q3	$498K	Buy	15,563 +1,888	+14%	+$61.4K	0.01%	908
2021 Q2	$451K	Sell	13,675 -22,547	-62%	-$729K	0.01%	974
2021 Q1	$1.15M	Buy	36,222 +5,915	+20%	+$184K	0.02%	598
2020 Q4	$892K	Buy	30,307 +8,298	+38%	+$233K	0.02%	596
2020 Q3	$584K	Buy	22,009 +6,183	+39%	+$164K	0.01%	617
2020 Q2	$409K	Buy	15,826 +6,083	+62%	+$149K	0.01%	687
2020 Q1	$218K	Sell	9,743 -196	-2%	-$5.16K	0.01%	763
2019 Q4	$279K	Buy	9,939 +2,317	+30%	+$64.2K	0.01%	781
2019 Q3	$205K	Buy	+7,622	New	+$202K	0.01%	841

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

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

Steward Partners Investment Advisory's HAWX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 5.7% in Q1 2026, selling an estimated $15.8K and leaving 6,265 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Steward Partners Investment Advisory first reported a position in HAWX in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q1 2021. 55 funds tracked by Wall St. Rank hold HAWX as of Q1 2026.

Steward Partners Investment Advisory held 6,265 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $256K as of Q1 2026.
Steward Partners Investment Advisory sold 381 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2026, an estimated $15.8K.
iShares Currency Hedged MSCI ACWI ex US ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1895 holding.
Steward Partners Investment Advisory first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $1.15M in Q1 2021.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.