Wolf Group Capital Advisors’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Wolf Group Capital 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	$11.8M	Buy	354,093 +2,994	+0.9%	+$100K	3.98%	2
2024 Q4	$9.99M	Hold	351,099	–	–	4.84%	2
2024 Q3	$9.99M	Sell	351,099 -9,514	-3%	-$304K	4.75%	2
2024 Q2	$11.6M	Buy	360,613 +9,514	+3%	+$302K	4.59%	2
2024 Q1	$9.99M	Hold	351,099	–	–	4.75%	2
2023 Q4	$9.99M	Sell	351,099 -6,954	-2%	-$195K	4.74%	2
2023 Q3	$9.9M	Buy	358,053 +8,688	+2%	+$244K	4.68%	2
2023 Q2	$9.67M	Sell	349,365 -4,670	-1%	-$130K	4.82%	2
2023 Q1	$9.69M	Sell	354,035 -7,347	-2%	-$199K	4.82%	2
2022 Q4	$9.22M	Buy	+361,382	New	+$10M	4.35%	2

Other funds holding HAWX

Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Wolf Group Capital Advisors's HAWX Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) stake by 0.85% in Q1 2025, buying an estimated $100K and bringing the position to 354,093 shares worth $11.8M. The position accounts for 3.98% of the portfolio, ranked #2.

Wolf Group Capital Advisors first reported a position in HAWX in Q4 2022 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold HAWX as of Q1 2025.

Wolf Group Capital Advisors held 354,093 shares of iShares Currency Hedged MSCI ACWI ex US ETF worth $11.8M as of Q1 2025.
Wolf Group Capital Advisors bought 2,994 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q1 2025, an estimated $100K.
iShares Currency Hedged MSCI ACWI ex US ETF made up 3.98% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #2 holding.
Wolf Group Capital Advisors first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q4 2022 and has held it in 10 quarters since.
48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.