Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q2 2026 (June 30)453holders +18
48new positions
26sold out
2famous investors
$46.90avg. 13F price*
At the end of Q2 2026, 453 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 18 from Q1 2026. 48 opened new positions and 26 sold out. The largest holders were Goldman Sachs Group Inc. ($2.3B), Coldstream Capital Management Inc. ($214.0M) and Envestnet Asset Management Inc. ($206.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $17.5M |
| Exits | 26 | $33.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,954,136 shares bought and 8,252,291 shares sold, net −4,298,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| Goldman Sachs Group Inc. | 0.24% | Add +0.8% | 48,492,631 | $2.3B |
| Coldstream Capital Management Inc. | 2.70% | Reduce -23.1% | 4,561,052 | $214.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.0% | 4,406,631 | $206.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 4,310,684 | $201.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -4.3% | 4,090,734 | $192.1M |
| Morgan Stanley | 0.01% | Reduce -5.2% | 3,584,090 | $168.2M |
| Dynasty Wealth Management, LLC | 1.24% | Add +2.6% | 3,562,756 | $167.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +2.1% | 3,528,604 | $165.6M |
| Quotient Wealth Partners, LLC | 3.81% | Add +2.1% | 3,439,589 | $161.4M |
| LPL Financial LLC | 0.04% | Reduce -3.0% | 3,434,779 | $161.2M |
| Partners Capital Investment Group, LLP | 5.66% | Reduce -4.5% | 3,419,467 | $160.5M |
| United Capital Financial Advisors, LLC | 0.81% | Reduce -6.5% | 3,126,452 | $146.7M |
| NorthRock Partners, LLC | 1.94% | Reduce -7.6% | 2,840,162 | $133.3M |
| Wells Fargo & Company | 0.02% | Reduce -0.2% | 2,039,824 | $95.7M |
| Northern Trust Corp. | 0.01% | Add +1.6% | 2,012,676 | $94.4M |
| Bank of America Corp. | 0.01% | Add +14.7% | 1,938,755 | $91.0M |
| Waverly Advisors, LLC | 0.46% | Reduce -12.1% | 1,694,704 | $79.5M |
| Cetera Investment Advisers | 0.07% | Add +8.7% | 1,532,638 | $71.9M |
| Osaic Holdings, Inc. | 0.08% | Add +8.9% | 1,360,026 | $63.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +5.8% | 1,092,847 | $51.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 986,887 | $46.3M |
| Jordan Park Group LLC | 2.33% | Reduce -1.5% | 980,903 | $46.0M |
| Private Advisor Group, LLC | 0.21% | Add +1602.3% | 965,338 | $45.3M |
| Verde Capital Management | 7.65% | Add +6.0% | 881,454 | $41.4M |
| US Bancorp \de | 0.04% | Reduce -0.2% | 779,571 | $36.6M |
| Blankinship & Foster, LLC | 7.28% | Reduce -2.6% | 768,531 | $36.1M |
| Sachem Hill LLC | 5.83% | Add +0.8% | 698,847 | $32.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.7% | 669,947 | $31.4M |
| Crumly & Associates Inc. | 5.56% | Add +0.4% | 618,984 | $29.0M |
| UBS Group AG | 0.00% | Add +8.0% | 551,360 | $25.9M |
| MML Investors Services, LLC | 0.05% | Reduce -52.7% | 537,596 | $25.2M |
| Act Wealth Management, LLC | 7.16% | Add +0.3% | 519,062 | $24.4M |
| Bokf, NA | 0.31% | Reduce -0.8% | 477,453 | $22.4M |
| Jones Financial Companies LLLP | 0.01% | Add +26.2% | 421,122 | $19.6M |
| Tulsa Wealth Advisors, INC | 2.74% | Reduce -2.8% | 415,311 | $19.5M |
| Odyssey Group, LLC | 4.96% | — | 390,192 | $18.3M |
| Paradigm, Strategies in Wealth Management, LLC | 10.89% | Reduce -4.0% | 380,965 | $17.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.2% | 358,522 | $16.8M |
| Csenge Advisory Group | 0.68% | Add +1.3% | 358,335 | $16.8M |
| Denver PWM, LLC | 5.40% | Add +3.7% | 345,322 | $16.5M |
| WESCAP Management Group, Inc. | 3.02% | Reduce -1.7% | 344,434 | $16.2M |
| Lighthouse Wealth Management Inc. | 9.94% | Reduce -1.0% | 340,990 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 340,245 | $16.0M |
| PCA Investment Advisory Services Inc. | 4.23% | Add +9.1% | 322,766 | $15.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +80.5% | 303,416 | $14.2M |
| Vertex Planning Partners, LLC | 2.10% | Add +17.5% | 301,850 | $14.2M |
| CX Institutional | 0.37% | Add +0.3% | 274,278 | $12.9M |
| Modern Wealth Management, LLC | 0.15% | Reduce -15.1% | 271,866 | $12.8M |
| Cyr Financial Inc. | 6.41% | Add +5.6% | 262,328 | $12.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 253,778 | $11.9M |
| Arq Wealth Advisors, LLC | 1.42% | Add +65.2% | 247,496 | $11.5M |
| Lido Advisors, LLC | 0.04% | Reduce -5.0% | 241,400 | $11.3M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +6.3% | 234,529 | $11.0M |
| Darrow Company, Inc. | 4.20% | Add +3.6% | 231,145 | $10.8M |
| Deutsche Bank AG | 0.00% | Reduce -10.0% | 225,000 | $10.6M |
| Cerity Partners LLC | 0.01% | Add +16.4% | 223,912 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +32.2% | 220,668 | $10.4M |
| Avidian Wealth Enterprises, LLC | 0.29% | Reduce -0.6% | 220,208 | $10.3M |
| Global Retirement Partners, LLC | 0.15% | — | 215,141 | $10.1M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -34.2% | 205,135 | $9.6M |
| Mariner, LLC | 0.01% | Reduce -76.8% | 204,354 | $9.6M |
| Nepc LLC | 0.18% | Reduce -15.3% | 204,177 | $9.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Reduce -33.1% | 204,097 | $9.6M |
| RFG Advisory, LLC | 0.15% | Add +7.2% | 201,974 | $9.5M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -3.0% | 201,394 | $9.4M |
| Crescent Grove Advisors, LLC | 0.79% | Reduce -8.9% | 198,854 | $9.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -28.7% | 193,226 | $9.1M |
| Weaver Capital Management LLC | 1.99% | No change | 212,575 | $9.0M |
| Blair William & Co. | 0.02% | Reduce -10.1% | 190,399 | $8.9M |
| Bigelow Investment Advisors, LLC | 2.90% | Add +22.0% | 170,956 | $8.0M |
| Burns Matteson Capital Management, LLC | 2.52% | Add +10.4% | 169,002 | $7.9M |
| Strategic Financial Concepts, LLC | 2.31% | Add +103.1% | 161,657 | $7.8M |
| Delta Wealth Advisors LLC | 5.41% | Reduce -0.4% | 161,372 | $7.6M |
| Citigroup Inc. | 0.00% | Add +7.1% | 152,620 | $7.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.8% | 151,916 | $7.1M |
| Wellington-Altus USA Inc. | 4.94% | Reduce -6.8% | 163,164 | $6.9M |
| Ifrah Financial Services, Inc. | 1.64% | Reduce -1.8% | 142,838 | $6.7M |
| Adamsbrown Wealth Consultants LLC | 1.21% | Reduce -2.9% | 136,491 | $6.4M |
| Summit Asset Management, LLC | 0.82% | No change | 135,870 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +40.4% | 135,122 | $6.3M |
| IVC Wealth Advisors LLC | 2.44% | Add +3.2% | 133,119 | $6.2M |
| First Interstate Bank | 0.32% | Reduce -5.4% | 130,124 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 128,430 | $6.0M |
| Carolina Wealth Management Inc | 2.76% | — | 127,784 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 121,929 | $5.7M |
| Friedenthal Financial | 2.61% | Add +3.2% | 120,140 | $5.6M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -15.7% | 118,277 | $5.6M |
| Precision Wealth Strategies, LLC | 1.67% | Add +1.9% | 118,116 | $5.5M |
| Keystone Financial Group | 0.33% | Reduce -21.6% | 117,305 | $5.5M |
| DecisionMap Wealth Management, LLC | 2.99% | Add +3.8% | 114,012 | $5.4M |
| Cornerstone Planning Group LLC | 0.67% | Add +3.7% | 114,214 | $5.3M |
| Fiduciary Trust Co | 0.06% | No change | 112,698 | $5.3M |
| Roof Eidam Maycock Peralta, LLC | 1.02% | Reduce -4.5% | 109,825 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -10.1% | 106,214 | $5.0M |
| CVFG LLC | 0.51% | Add +2.3% | 102,846 | $4.8M |
| Capital Asset Advisory Services LLC | 0.17% | Reduce -0.9% | 102,507 | $4.8M |
| Axxcess Wealth Management, LLC | 0.08% | New | 102,507 | $4.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.1% | 102,026 | $4.8M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -1.1% | 100,158 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 100,361 | $4.7M |
"% of holder's portfolio" is HEFA's weight in each manager's 13F, not the share of Isha Curr Hedged MSCI Eafe the manager owns.