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 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-153K- 17.8% |
$4.9M - $5.83M
|
705K
$29M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-153K- 14.58% |
$4.9M - $5.83M
|
894K
$36.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-159K- 53.05% |
$5.09M - $6.06M
|
140K
$5.78M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-170K- 87.45% |
$5.46M - $6.49M
|
24.4K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174K- 26.58% |
$5.59M - $6.65M
|
481K
$19.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-188K- 91.26% |
$6.03M - $7.17M
|
18K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-196K- 16.36% |
$6.3M - $7.5M
|
1M
$41.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-219K- 92.91% |
$7.03M - $8.36M
|
16.7K
$687K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-219K- 59.26% |
$7.04M - $8.38M
|
151K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-239K- 97.56% |
$7.68M - $9.14M
|
5.98K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-242K- 97.6% |
$7.77M - $9.24M
|
5.94K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-246K- 6.32% |
$7.89M - $9.38M
|
3.64M
$150M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-253K- 64.55% |
$8.12M - $9.66M
|
139K
$5.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-253K- 24.26% |
$8.12M - $9.66M
|
789K
$32.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-280K- 91.0% |
$9M - $10.7M
|
27.7K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-294K- 74.86% |
$9.44M - $11.2M
|
98.7K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-310K- 39.83% |
$9.96M - $11.9M
|
468K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-349K- 15.57% |
$11.2M - $13.3M
|
1.89M
$77.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-426K- 17.2% |
$13.7M - $16.3M
|
2.05M
$84.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-465K- 76.71% |
$14.9M - $17.8M
|
141K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-520K- 98.28% |
$16.7M - $19.9M
|
9.1K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-560K- 47.44% |
$18M - $21.4M
|
621K
$25.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-566K- 12.58% |
$18.2M - $21.6M
|
3.94M
$162M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-568K- 88.05% |
$18.2M - $21.7M
|
77K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-658K- 38.61% |
$21.1M - $25.1M
|
1.05M
$43.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-725K- 76.73% |
$23.3M - $27.7M
|
220K
$9.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-791K- 30.46% |
$25.4M - $30.2M
|
1.81M
$74.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-805K- 95.48% |
$25.9M - $30.8M
|
38.2K
$1.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-922K- 22.74% |
$29.6M - $35.2M
|
3.13M
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-962K- 39.46% |
$30.9M - $36.8M
|
1.48M
$60.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.04M- 41.63% |
$33.3M - $39.6M
|
1.45M
$59.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.44M- 91.57% |
$46.2M - $55M
|
133K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.73M- 98.95% |
$55.6M - $66.2M
|
18.4K
$755K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.79M- 84.61% |
$57.6M - $68.6M
|
326K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.01M- 68.22% |
$64.6M - $76.8M
|
936K
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.56M- 32.08% |
$82.1M - $97.7M
|
5.41M
$223M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.9M- 47.6% |
$93.1M - $111M
|
3.19M
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.29M- 6.41% |
$106M - $126M
|
48M
$1.98B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7M- 65.95% |
$441M - $525M
|
7.09M
$292M
|
|