Whitaker-Myers Wealth Managers’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	$597K	Buy	13,148 +125	+1%	+$5.7K	0.1%	81
2026 Q2	$606K	Sell	13,023 -13	-0.1%	-$577	0.1%	85
2026 Q1	$533K	Sell	13,036 -1	-0%	-$42	0.11%	82
2025 Q4	$515K	Buy	13,037 +177	+1%	+$6.92K	0.11%	85
2025 Q3	$486K	Sell	12,860 -1,074	-8%	-$38.9K	0.11%	88
2025 Q2	$493K	Buy	13,934 +5,748	+70%	+$194K	0.12%	77
2025 Q1	$274K	Sell	8,186 -303	-4%	-$10.1K	0.08%	97
2024 Q4	$273K	Buy	8,489 +31	+0.4%	+$1.02K	0.08%	97
2024 Q3	$279K	Sell	8,458 -30	-0.4%	-$957	0.09%	88
2024 Q2	$274K	Buy	8,488 +1,835	+28%	+$58.3K	0.1%	85
2024 Q1	$209K	Sell	6,653 -1,513	-19%	-$45.2K	0.09%	91
2023 Q4	$237K	Sell	8,166 -5,527	-40%	-$155K	0.12%	71
2023 Q3	$378K	Sell	13,693 -18,840	-58%	-$528K	0.23%	55
2023 Q2	$926K	Sell	32,533 -8,283	-20%	-$231K	0.62%	34
2023 Q1	$1.12M	Sell	40,816 -26,894	-40%	-$728K	0.87%	28
2022 Q4	$1.73M	Buy	+67,710	New	+$1.87M	1.66%	19

Other funds holding HAWX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Whitaker-Myers Wealth Managers's HAWX Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 0.96% in Q3 2026, buying an estimated $5.7K and bringing the position to 13,148 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #81.

Whitaker-Myers Wealth Managers first reported a position in HAWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2022. 3 funds tracked by Wall St. Rank hold HAWX as of Q3 2026.

Whitaker-Myers Wealth Managers held 13,148 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $597K as of Q3 2026.
Whitaker-Myers Wealth Managers bought 125 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q3 2026, an estimated $5.7K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.1% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #81 holding.
Whitaker-Myers Wealth Managers first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $1.73M in Q4 2022.
3 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.