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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
$1.12B +$47.8M +1,354,713 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M +$28.7M +812,627 +12%
UCFA
3
United Capital Financial Advisors
Texas
$254M +$27.3M +772,413 +12%
CCM
4
Coldstream Capital Management
Washington
$153M +$67.5M +1,911,091 +79%
PCIG
5
Partners Capital Investment Group
Massachusetts
$76.5M -$48.9M -1,384,793 -39%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$56.9M -$80.1K -2,268 -0.1%
Wells Fargo
7
Wells Fargo
California
$47.6M -$1.5M -42,524 -3%
US Bancorp
8
US Bancorp
Minnesota
$45.1M -$1.55M -43,795 -3%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$44M -$1.2M -33,958 -3%
Bank of America
10
Bank of America
North Carolina
$38.7M -$134K -3,802 -0.3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$34.1M +$1.81M +51,164 +6%
PI
12
PFS Investments
Georgia
$33.5M -$1.18M -33,430 -3%
Ameriprise
13
Ameriprise
Minnesota
$33.2M -$604K -17,119 -2%
MA
14
MUFG Americas
New York
$31.9M +$105K +2,969 +0.3%
SC
15
Schoolcraft Capital
Colorado
$30M +$3.89M +110,191 +15%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$29.8M -$1.08M -30,713 -4%
Northern Trust
17
Northern Trust
Illinois
$26.7M -$3.09M -87,539 -10%
Morgan Stanley
18
Morgan Stanley
New York
$23.8M +$6.52M +184,763 +38%
OAM
19
Oppenheimer Asset Management
New York
$22.3M +$18.6M +528,081 +509%
WBG
20
Wharton Business Group
Pennsylvania
$21.2M – – –
LPL Financial
21
LPL Financial
California
$21M +$2.11M +59,855 +11%
BF
22
Blankinship & Foster
California
$19.3M +$535K +15,152 +3%
TIM
23
Total Investment Management
Arizona
$15.6M +$799K +22,641 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$14.7M +$5.11M +144,598 +53%
AT
25
American Trust
Kentucky
$14.1M +$14.1M +400,219 New
1
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