Purchases and Sales Made in Q2 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.49K+ 6.32% |
$79.8K - $95K
|
41.8K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.23K+ 5.03% |
$71.5K - $85.1K
|
46.5K
$1.91M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.07K+ 341.82% |
$66.4K - $79K
|
2.67K
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2.02K+ 1.65% |
$64.9K - $77.3K
|
125K
$5.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.9K+ 2291.57% |
$61.1K - $72.7K
|
1.99K
$81.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.82K+ 81.67% |
$58.5K - $69.6K
|
4.05K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.81K+ 17.31% |
$58.2K - $69.2K
|
12.3K
$505K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.78K+ 5.83% |
$57K - $67.8K
|
32.2K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.77K+ 9.13% |
$57K - $67.8K
|
21.2K
$873K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.72K+ 4.47% |
$55.1K - $65.6K
|
40.1K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.7K+ 1.49% |
$54.7K - $65.1K
|
116K
$4.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.67K+ 22.59% |
$53.8K - $64K
|
9.08K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.61K+ 4.41% |
$51.6K - $61.4K
|
38.1K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 21.84% |
$51.2K - $60.9K
|
8.89K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.57K+ 7845.0% |
$50.4K - $60K
|
1.59K
$65.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 10.55% |
$49.6K - $59K
|
16.2K
$666K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.52K+ 4.62% |
$48.7K - $58K
|
34.3K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.45K+ 3.12% |
$46.6K - $55.5K
|
47.9K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.42KNew |
$45.5K - $54.1K
|
1.42K
$58.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.24KNew |
$39.8K - $47.4K
|
1.24K
$51K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 6.12% |
$38.5K - $45.9K
|
20.8K
$856K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$47.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 2.67% |
$35K - $41.6K
|
41.9K
$1.72M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 5.51% |
$32.6K - $38.7K
|
19.4K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
988+ 2.64% |
$31.7K - $37.8K
|
38.5K
$1.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
947+ 3.42% |
$30.4K - $36.2K
|
28.6K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
886+ 2.33% |
$28.4K - $33.9K
|
38.9K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
854New |
$27.4K - $32.6K
|
854
$35.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
821+ 25.74% |
$26.4K - $31.4K
|
4.01K
$165K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
771+ 6.78% |
$24.8K - $29.5K
|
12.1K
$499K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
500New |
$16.1K - $19.1K
|
500
$20.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
488+ 7.03% |
$15.7K - $18.6K
|
7.43K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
453+ 4.77% |
$14.5K - $17.3K
|
9.95K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
446New |
$14.3K - $17K
|
446
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
434+ 1808.33% |
$13.9K - $16.6K
|
458
$18.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
308+ 0.1% |
$9.89K - $11.8K
|
321K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
273New |
$8.77K - $10.4K
|
273
$11.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
259New |
$8.32K - $9.9K
|
259
$10.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
215+ 1.45% |
$6.9K - $8.22K
|
15K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
205+ 0.59% |
$6.58K - $7.83K
|
34.9K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
184+ 2.39% |
$5.91K - $7.03K
|
7.89K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
173+ 1.36% |
$5.56K - $6.61K
|
12.9K
$530K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
141New |
$4.53K - $5.39K
|
141
$5.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 0.39% |
$3.85K - $4.59K
|
30.6K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
117+ 0.38% |
$3.76K - $4.47K
|
30.8K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
101New |
$3.24K - $3.86K
|
101
$4.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
92New |
$2.95K - $3.52K
|
92
$3.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
64+ 1.1% |
$2.06K - $2.45K
|
5.86K
$241K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
37New |
$1.19K - $1.41K
|
37
$1.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 10.0% |
$963 - $1.15K
|
330
$13.6K
|
|