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iShares Currency Hedged MSCI EAFE ETF
HEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.04B +$42.2M +1,216,851 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$242M +$23.9M +688,885 +11%
UCFA
3
United Capital Financial Advisors
Texas
$220M +$23M +662,877 +12%
PCIG
4
Partners Capital Investment Group
Massachusetts
$122M +$34.4M +990,427 +39%
CCM
5
Coldstream Capital Management
Washington
$66.4M -$33.7M -969,827 -29%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$55.4M -$592K -17,061 -1%
Wells Fargo
7
Wells Fargo
California
$47.8M -$1.11M -31,987 -2%
US Bancorp
8
US Bancorp
Minnesota
$45.4M -$1.26M -36,244 -3%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$44M +$1.03M +29,675 +2%
Bank of America
10
Bank of America
North Carolina
$37.8M +$664K +19,133 +2%
PI
11
PFS Investments
Georgia
$35.4M -$772K -22,222 -2%
Ameriprise
12
Ameriprise
Minnesota
$32.9M -$1.34M -38,648 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$31.4M +$1.67M +48,152 +6%
MA
14
MUFG Americas
New York
$31M +$2.24M +64,464 +8%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$30M -$83.7K -2,411 -0.3%
Northern Trust
16
Northern Trust
Illinois
$29M -$606K -17,450 -2%
SC
17
Schoolcraft Capital
Colorado
$25.4M +$2.21M +63,660 +9%
WBG
18
Wharton Business Group
Pennsylvania
$20.6M – – –
LPL Financial
19
LPL Financial
California
$18.4M +$1.28M +36,759 +7%
BF
20
Blankinship & Foster
California
$18.3M +$114K +3,275 +0.6%
Morgan Stanley
21
Morgan Stanley
New York
$16.8M +$1.78M +51,135 +12%
TIM
22
Total Investment Management
Arizona
$14.4M -$7.64K -220 -0.1%
FMT
23
First Mercantile Trust
Tennessee
$13.5M -$2.3M -66,104 -14%
ECM
24
Exchange Capital Management
Michigan
$13M +$959K +27,635 +8%
CAG
25
Csenge Advisory Group
Florida
$12M +$570K +16,425 +5%
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