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 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-893- 8.63% |
$28.7K - $34.1K
|
9.46K
$389K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 17.49% |
$37.1K - $44.1K
|
5.45K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.2K- 94.5% |
$38.6K - $45.9K
|
70
$2.88K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.22K- 4.2% |
$39.3K - $46.7K
|
27.9K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.23K- 0.3% |
$39.4K - $46.8K
|
406K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 0.97% |
$39.6K - $47.1K
|
126K
$5.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.31K- 4.31% |
$41.9K - $49.9K
|
29K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.33K- 8.09% |
$42.8K - $51K
|
15.2K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.41K- 2.31% |
$45.4K - $54K
|
59.9K
$2.46M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.56K- 86.01% |
$50K - $59.5K
|
253
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.6K- 16.28% |
$51.4K - $61.1K
|
8.23K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.6K- 45.49% |
$51.4K - $61.1K
|
1.92K
$78.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.66K- 90.37% |
$53.3K - $63.5K
|
177
$7.28K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 99.19% |
$55.2K - $65.7K
|
14
$576
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.85K- 15.11% |
$59.3K - $70.6K
|
10.4K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.88K- 12.86% |
$60.5K - $72K
|
12.8K
$525K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.9K- 7.04% |
$61K - $72.6K
|
25.1K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.98K- 0.99% |
$63.6K - $75.7K
|
198K
$8.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 17.45% |
$64.2K - $76.4K
|
9.46K
$389K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.03K- 17.37% |
$65.3K - $77.7K
|
9.67K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.04K- 13.23% |
$65.3K - $77.8K
|
13.4K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.06K- 2.74% |
$66K - $78.6K
|
73K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2.13K- 39.7% |
$68.2K - $81.2K
|
3.23K
$133K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.2K- 29.11% |
$70.6K - $84.1K
|
5.36K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 11.27% |
$70.7K - $84.1K
|
17.3K
$713K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.22K- 1.98% |
$71.4K - $84.9K
|
110K
$4.52M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.37K- 1.9% |
$76K - $90.4K
|
122K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.42K- 0.58% |
$77.5K - $92.3K
|
417K
$17.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.64K- 1.87% |
$84.6K - $101K
|
138K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.96K- 25.65% |
$94.9K - $113K
|
8.57K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.08K- 79.04% |
$98.8K - $118K
|
816
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 77.45% |
$105K - $125K
|
954
$39.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.34K- 14.25% |
$107K - $128K
|
20.1K
$827K
|
|
|
Nov 14, 2025
Q2 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.62K- 26.42% |
$116K - $138K
|
10.1K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.65K- 32.23% |
$117K - $139K
|
7.67K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.7K- 26.28% |
$119K - $141K
|
10.4K
$427K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.72K- 24.06% |
$119K - $142K
|
11.7K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3.82K- 19.66% |
$123K - $146K
|
15.6K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-4.09K- 34.94% |
$131K - $156K
|
7.61K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.13K- 3.77% |
$133K - $158K
|
105K
$4.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.29KClosed |
$138K - $164K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.33K- 11.28% |
$139K - $165K
|
34K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.49K- 66.07% |
$144K - $172K
|
2.31K
$94.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.54K- 3.91% |
$146K - $174K
|
112K
$4.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.56K- 80.38% |
$146K - $174K
|
1.11K
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 5.36% |
$154K - $184K
|
84.9K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 2.77% |
$165K - $196K
|
181K
$7.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.07% |
$170K - $202K
|
487K
$20.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.33K- 32.31% |
$171K - $204K
|
11.2K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.41K- 39.58% |
$174K - $207K
|
8.25K
$340K
|
|