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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
$1.07B +$95.8M +3,127,237 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$243M -$28.3M -923,746 -9%
UCFA
3
United Capital Financial Advisors
Texas
$242M +$10.1M +329,106 +4%
PCIG
4
Partners Capital Investment Group
Massachusetts
$91.1M +$42.3M +1,379,533 +69%
CCM
5
Coldstream Capital Management
Washington
$79.1M +$89.7M +2,929,693 New
Wells Fargo
6
Wells Fargo
California
$50.1M +$9.7M +316,846 +21%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$47.9M +$20.9M +683,544 +63%
US Bancorp
8
US Bancorp
Minnesota
$46.7M +$19.1M +624,959 +57%
Morgan Stanley
9
Morgan Stanley
New York
$40.1M -$15.5M -505,194 -25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$35.9M -$542K -17,689 -1%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$34.5M +$16.3M +531,452 +71%
Bank of America
12
Bank of America
North Carolina
$29.5M -$365K -11,930 -1%
Ameriprise
13
Ameriprise
Minnesota
$26.1M +$14.8M +482,299 +99%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22.5M +$2.96M +96,623 +13%
PI
15
PFS Investments
Georgia
$21.4M -$60.1K -1,962 -0.2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$20.7M +$1.12M +36,425 +5%
Northern Trust
17
Northern Trust
Illinois
$20.3M +$1.23M +40,081 +6%
SC
18
Schoolcraft Capital
Colorado
$19.3M -$1.78M -58,030 -8%
LPL Financial
19
LPL Financial
California
$18.5M +$197K +6,423 +0.9%
BF
20
Blankinship & Foster
California
$18.5M +$2.92M +95,289 +16%
JPG
21
Jordan Park Group
California
$18.3M -$60M -1,959,609 -74%
OAM
22
Oppenheimer Asset Management
New York
$16.5M -$763K -24,912 -4%
CI
23
CX Institutional
Indiana
$14M +$14.5M +474,271 +1,062%
WBG
24
Wharton Business Group
Pennsylvania
$13M – – –
AWM
25
AE Wealth Management
Kansas
$12.5M +$7.97M +260,231 +128%
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