We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.75B +$121M +3,447,014 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$256M +$1.96M +55,665 +0.8%
JP Morgan Chase
3
JP Morgan Chase
New York
$195M +$9.5M +269,656 +5%
CCM
4
Coldstream Capital Management
Washington
$179M +$12M +341,748 +7%
DWM
5
Dynasty Wealth Management
Florida
$155M +$157M +4,461,629 New
QWP
6
Quotient Wealth Partners
Texas
$153M +$7M +198,606 +5%
UCFA
7
United Capital Financial Advisors
Texas
$149M -$1.78M -50,527 -1%
LPL Financial
8
LPL Financial
California
$113M +$18.3M +519,367 +19%
Bank of America
9
Bank of America
North Carolina
$102M +$509K +14,455 +0.5%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$97M +$57.7M +1,637,004 +142%
Morgan Stanley
11
Morgan Stanley
New York
$92.1M -$5.74M -163,027 -6%
Ameriprise
12
Ameriprise
Minnesota
$90.5M +$1.21M +34,460 +1%
FIB
13
First Interstate Bank
Montana
$87.3M +$129K +3,664 +0.1%
PCIG
14
Partners Capital Investment Group
Massachusetts
$78.8M -$92.9M -2,638,250 -54%
Northern Trust
15
Northern Trust
Illinois
$71.6M +$12.7M +360,258 +21%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$67.1M +$3.65M +103,687 +6%
Wells Fargo
17
Wells Fargo
California
$66.9M -$4.58M -130,157 -6%
LA
18
LVW Advisors
New York
$59.4M +$828K +23,520 +1%
MML Investors Services
19
MML Investors Services
Massachusetts
$43.8M -$4.98M -141,517 -10%
CI
20
CX Institutional
Indiana
$42.9M +$36.8M +1,045,909 +557%
JPG
21
Jordan Park Group
California
$40M +$3.06M +86,958 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$38.1M -$6.94M -196,991 -15%
US Bancorp
23
US Bancorp
Minnesota
$32.8M -$828K -23,515 -2%
Raymond James Financial
24
Raymond James Financial
Florida
$32.8M +$33.2M +943,410 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$31.2M -$2.74M -77,859 -8%
1
2 3 4 5