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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
$2.08B +$45.2M +1,102,706 +2%
CCM
2
Coldstream Capital Management
Washington
$234M +$6.04M +147,435 +3%
Ameriprise
3
Ameriprise
Minnesota
$203M -$34.4M -840,352 -15%
JP Morgan Chase
4
JP Morgan Chase
New York
$180M -$29M -708,033 -14%
Morgan Stanley
5
Morgan Stanley
New York
$150M +$16.6M +404,076 +13%
LPL Financial
6
LPL Financial
California
$150M +$2.02M +49,181 +1%
DWM
7
Dynasty Wealth Management
Florida
$147M -$26.3M -640,907 -15%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$147M +$5.26M +128,437 +4%
UCFA
9
United Capital Financial Advisors
Texas
$146M -$12.5M -305,183 -8%
QWP
10
Quotient Wealth Partners
Texas
$144M -$23.6M -575,174 -14%
PCIG
11
Partners Capital Investment Group
Massachusetts
$142M +$4.41M +107,544 +3%
NP
12
NorthRock Partners
Minnesota
$112M +$37.6M +918,738 +51%
WA
13
Waverly Advisors
Alabama
$103M +$3.91M +95,434 +4%
Wells Fargo
14
Wells Fargo
California
$87.1M -$4.97M -121,218 -5%
Northern Trust
15
Northern Trust
Illinois
$82.3M +$106K +2,598 +0.1%
Bank of America
16
Bank of America
North Carolina
$75.4M +$2.04M +49,735 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$59.9M -$155M -3,784,751 -72%
FIB
18
First Interstate Bank
Montana
$59M -$349K -8,507 -0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$56.2M -$340K -8,306 -0.6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$55.7M -$2.17M -52,942 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$52.1M +$4.15M +101,169 +9%
JPG
22
Jordan Park Group
California
$41.6M -$1.55M -37,763 -4%
UBS Group
23
UBS Group
Switzerland
$41.6M -$637K -15,548 -2%
Mariner
24
Mariner
Kansas
$40.9M +$1.57M +38,218 +4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$39.1M +$3.44M +83,882 +10%
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