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 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

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

Whitaker-Myers Wealth Managers's HAWX Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 0.1% in Q2 2026, selling an estimated $577 and leaving 13,023 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #85.

Whitaker-Myers Wealth Managers first reported a position in HAWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2022. 57 funds tracked by Wall St. Rank hold HAWX as of Q2 2026.

Whitaker-Myers Wealth Managers held 13,023 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $606K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 13 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q2 2026, an estimated $577.
iShares Currency Hedged MSCI ACWI ex US ETF made up 0.1% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #85 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 15 quarters since.
Whitaker-Myers Wealth Managers's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $1.73M in Q4 2022.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.