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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.66K- 4.97% |
$182K - $216K
|
108K
$4.46M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.71K- 24.47% |
$183K - $218K
|
17.6K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.89K- 49.71% |
$189K - $225K
|
5.96K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.99K- 17.39% |
$192K - $229K
|
28.5K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.25K- 23.79% |
$201K - $239K
|
20K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.27K- 21.5% |
$201K - $240K
|
22.9K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.28K- 1.52% |
$202K - $240K
|
406K
$16.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.28K- 1.52% |
$202K - $240K
|
406K
$16.7M
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.65K- 2.07% |
$214K - $254K
|
315K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.8K- 4.32% |
$218K - $260K
|
151K
$6.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.27K- 18.0% |
$233K - $278K
|
33.1K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.49K- 12.29% |
$240K - $286K
|
53.4K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.25K- 48.11% |
$265K - $315K
|
8.89K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-8.31K- 2.43% |
$267K - $318K
|
333K
$13.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-8.57K- 24.16% |
$275K - $327K
|
26.9K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.63K- 39.58% |
$277K - $330K
|
13.2K
$542K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.65K- 99.62% |
$278K - $331K
|
33
$1.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.45K- 65.37% |
$304K - $361K
|
5.01K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.61K- 54.13% |
$309K - $367K
|
8.15K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9.93K- 54.58% |
$319K - $379K
|
8.26K
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 58.59% |
$326K - $387K
|
7.17K
$295K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.2K- 2.33% |
$327K - $389K
|
427K
$17.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 7.1% |
$335K - $398K
|
136K
$5.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.5K- 17.82% |
$337K - $400K
|
48.3K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.8K- 14.53% |
$347K - $412K
|
63.5K
$2.61M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-11.5KClosed |
$368K - $438K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12K- 10.81% |
$385K - $459K
|
99.1K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.2K- 49.22% |
$392K - $466K
|
12.6K
$518K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-12.9K- 7.53% |
$415K - $494K
|
159K
$6.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.1K- 19.08% |
$486K - $578K
|
64.2K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 1.31% |
$497K - $591K
|
1.17M
$48M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16.8K- 19.57% |
$539K - $641K
|
69K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-16.8K- 29.51% |
$539K - $641K
|
40.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-18K- 32.87% |
$577K - $686K
|
36.7K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-18.3K- 5.63% |
$588K - $699K
|
306K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 96.6% |
$654K - $778K
|
718
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.4K- 28.29% |
$686K - $816K
|
54.1K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.6K- 8.58% |
$694K - $826K
|
230K
$9.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 13.01% |
$703K - $837K
|
146K
$6.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-21.9K- 50.18% |
$704K - $838K
|
21.8K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-23.3K- 70.13% |
$748K - $890K
|
9.93K
$408K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 70.64% |
$758K - $902K
|
9.82K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-23.9K- 9.2% |
$769K - $915K
|
236K
$9.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-24.2K- 21.38% |
$777K - $925K
|
89K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-24.7K- 52.47% |
$793K - $943K
|
22.4K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-25K- 99.84% |
$803K - $955K
|
40
$1.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.8K- 3.84% |
$830K - $987K
|
647K
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27K- 83.04% |
$866K - $1.03M
|
5.51K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-27.2K- 76.76% |
$872K - $1.04M
|
8.22K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-30.9K- 75.78% |
$993K - $1.18M
|
9.88K
$407K
|
|