Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q2 2024 (June 30)466holders +58
80new positions
31sold out
1famous investor
$35.50avg. 13F price*
At the end of Q2 2024, 466 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 58 from Q1 2024. 80 opened new positions and 31 sold out. The largest holders were Goldman Sachs Group Inc. ($1.7B), Envestnet Asset Management Inc. ($729.0M) and JPMorgan Chase & Co. ($281.0M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $94.3M |
| Exits | 31 | $106.5M |
All 13F filers, Q1 2024 → Q2 2024: 18,500,347 shares bought and 18,592,427 shares sold, net −92,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| Goldman Sachs Group Inc. | 0.34% | Add +2.4% | 48,734,301 | $1.7B |
| Envestnet Asset Management Inc. | 0.25% | Reduce -25.5% | 20,504,390 | $729.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.4% | 7,903,556 | $281.0M |
| LPL Financial LLC | 0.09% | Reduce -16.5% | 5,021,759 | $178.5M |
| United Capital Financial Advisors, LLC | 1.46% | Reduce -8.7% | 4,772,378 | $169.7M |
| Coldstream Capital Management Inc. | 4.05% | Add +3.2% | 4,675,579 | $166.2M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 4,282,180 | $152.3M |
| Dynasty Wealth Management, LLC | 4.46% | Reduce -0.1% | 4,256,358 | $151.4M |
| Quotient Wealth Partners, LLC | 5.08% | Reduce -2.3% | 4,082,428 | $145.2M |
| Bank of America Corp. | 0.01% | Add +38.5% | 3,830,752 | $136.2M |
| Partners Capital Investment Group, LLP | 2.16% | Add +253.2% | 3,591,970 | $127.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.0% | 2,505,529 | $89.1M |
| Cwm, LLC | 0.41% | Reduce -8.4% | 2,469,126 | $87.8M |
| First Interstate Bank | 5.81% | Add +4.0% | 2,460,127 | $87.5M |
| Ameriprise Financial Inc. | 0.02% | Add +19.7% | 2,435,446 | $86.8M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -32.4% | 2,179,667 | $77.5M |
| Wells Fargo & Company | 0.02% | Add +27.6% | 1,950,895 | $69.4M |
| Tiaa Trust, National Association | 0.21% | Add +26.6% | 1,889,848 | $67.2M |
| MML Investors Services, LLC | 0.27% | Add +5.4% | 1,855,407 | $66.0M |
| Prime Capital Investment Advisors, LLC | 0.98% | Add +212.1% | 1,854,984 | $66.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.1% | 1,734,171 | $61.7M |
| Park Avenue Securities LLC | 0.68% | Reduce -30.8% | 1,564,495 | $55.6M |
| Commonwealth Equity Services, LLC | 0.09% | Add +71.0% | 1,511,813 | $53.8M |
| Northern Trust Corp. | 0.01% | Add +96.9% | 1,484,661 | $52.8M |
| LVW Advisors, LLC | 7.74% | Add +3387.7% | 1,478,051 | $52.6M |
| Osaic Holdings, Inc. | 0.12% | Add +182.9% | 1,409,775 | $50.1M |
| Comerica Bank | 0.19% | Add +1412.6% | 1,304,258 | $46.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -1.2% | 1,180,932 | $42.0M |
| US Bancorp \de | 0.06% | Reduce -12.2% | 1,157,808 | $41.2M |
| Jordan Park Group LLC | 2.93% | Reduce -0.2% | 1,076,082 | $38.3M |
| Cetera Investment Advisers | 0.09% | Reduce -23.3% | 1,054,649 | $37.5M |
| Sachem Hill LLC | 6.59% | Add +11.6% | 863,409 | $30.7M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -35.8% | 861,317 | $30.6M |
| OneDigital Investment Advisors LLC | 0.38% | Add +2.0% | 857,880 | $30.5M |
| Sanctuary Advisors, LLC | 0.21% | — | 845,836 | $29.3M |
| Rockefeller Capital Management L.P. | 0.08% | Add +14.2% | 806,625 | $28.7M |
| Blankinship & Foster, LLC | 7.34% | Add +1.1% | 800,962 | $28.5M |
| UBS Group AG | 0.01% | Add +34.8% | 779,211 | $27.7M |
| Csenge Advisory Group | 1.32% | Add +11.0% | 655,550 | $23.3M |
| AE Wealth Management LLC | 0.21% | Reduce -5.2% | 591,809 | $21.0M |
| Oppenheimer Asset Management Inc. | 0.27% | Add +10.4% | 584,736 | $20.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 571,424 | $20.3M |
| Adamsbrown Wealth Consultants LLC | 7.51% | Reduce -1.7% | 542,708 | $19.3M |
| NewEdge Advisors, LLC | 0.14% | Add +23.3% | 522,349 | $18.6M |
| Crumly & Associates Inc. | 5.34% | Reduce -2.1% | 521,297 | $18.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +8.3% | 508,426 | $18.1M |
| Raymond James & Associates | 0.01% | Add +15.1% | 501,939 | $17.8M |
| Verde Capital Management | 5.65% | Add +3.0% | 500,246 | $17.8M |
| Valeo Financial Advisors, LLC | 0.54% | Add +63.8% | 488,128 | $17.4M |
| Foundations Investment Advisors, LLC | 0.41% | Add +2.9% | 476,358 | $16.9M |
| Integrated Wealth Concepts LLC | 0.22% | Add +224.1% | 454,631 | $16.2M |
| JB Capital LLC | 0.99% | Reduce -39.5% | 443,927 | $15.8M |
| Regal Investment Advisors LLC | 1.04% | Reduce -1.5% | 443,104 | $15.8M |
| Stifel Financial Corp. | 0.02% | Reduce -16.4% | 412,560 | $14.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +33.3% | 393,823 | $14.0M |
| Advocacy Wealth Management, LLC | 1.13% | Add +5.8% | 386,618 | $13.7M |
| Farther Finance Advisors, LLC | 0.65% | Add +2.8% | 377,512 | $13.5M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 356,028 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +44.7% | 322,830 | $11.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -14.7% | 310,494 | $11.0M |
| Hall Kathryn A. | 2.50% | No change | 304,506 | $10.8M |
| WESCAP Management Group, Inc. | 3.03% | Add +0.5% | 301,374 | $10.7M |
| Exchange Capital Management, Inc. | 1.71% | Add +1.3% | 294,632 | $10.5M |
| Kovack Advisors, Inc. | 1.07% | New | 274,559 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | No change | 271,460 | $9.7M |
| Bokf, NA | 0.17% | Add +15.9% | 269,657 | $9.6M |
| Seaview Investment Managers LLC | 2.87% | Add +34.1% | 267,865 | $9.5M |
| Strategic Blueprint, LLC | 0.60% | Add +5.7% | 249,987 | $8.9M |
| Atria Investments, Inc | 0.11% | Reduce -30.0% | 237,879 | $8.5M |
| Private Advisor Group, LLC | 0.06% | Add +264.9% | 235,028 | $8.4M |
| Avidian Wealth Enterprises, LLC | 0.40% | Reduce -4.6% | 234,722 | $8.3M |
| Cypress Capital, LLC | 2.14% | Reduce -5.2% | 220,511 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +24.9% | 217,828 | $7.7M |
| Mariner, LLC | 0.01% | Add +2.7% | 206,152 | $7.3M |
| Austin Private Wealth, LLC | 0.78% | Reduce -30.1% | 204,898 | $7.3M |
| Alera Investment Advisors, LLC | 0.83% | New | 194,403 | $6.9M |
| Nepc LLC | 0.23% | Reduce -3.4% | 191,997 | $6.8M |
| Avid Wealth Partners LLC | 5.24% | New | 189,533 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +67.3% | 185,260 | $6.5M |
| Meridian Wealth Management, LLC | 0.75% | New | 174,617 | $6.2M |
| RFG Advisory, LLC | 0.20% | Add +6.4% | 173,953 | $6.2M |
| Demars Financial Group, LLC | 2.88% | Add +6.1% | 169,259 | $6.0M |
| Icon Wealth Advisors, LLC | 0.52% | Reduce -19.6% | 167,477 | $5.9M |
| McMorgan & Co. LLC | 0.92% | New | 163,601 | $5.8M |
| Citigroup Inc. | 0.01% | Add +52.2% | 160,586 | $5.7M |
| Traveka Wealth, LLC | 2.75% | Add +28.2% | 158,367 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +15.3% | 157,684 | $5.6M |
| Blue Trust, Inc. | 0.08% | No change | 157,271 | $5.5M |
| Ifrah Financial Services, Inc. | 1.54% | Reduce -1.2% | 153,314 | $5.5M |
| Blair William & Co. | 0.02% | Add +35.3% | 152,060 | $5.4M |
| Foresight Capital Management Advisors, Inc. | 3.67% | Add +109.9% | 151,956 | $5.4M |
| Global Retirement Partners, LLC | 0.17% | Add +8.3% | 151,042 | $5.4M |
| Stokes Family Office, LLC | 0.63% | Reduce -28.3% | 150,517 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 150,161 | $5.3M |
| Pettinga Financial Advisors LLC | 1.31% | Reduce -6.2% | 147,286 | $5.2M |
| Per Stirling Capital Management, LLC. | 0.83% | New | 144,775 | $5.1M |
| Tritonpoint Wealth, LLC | 0.48% | Reduce -0.9% | 139,617 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -29.4% | 138,189 | $4.9M |
| Invst, LLC | 0.54% | Reduce -27.3% | 136,318 | $4.9M |
| SteelPeak Wealth, LLC | 0.23% | Reduce -21.7% | 133,738 | $4.8M |
"% 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.