Purchases and Sales Made in Q4 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
159KNew |
$6.31M - $6.67M
|
159K
$6.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
102KNew |
$4.04M - $4.26M
|
102K
$4.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
22.3KNew |
$885K - $935K
|
22.3K
$919K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.6K+ 51.11% |
$818K - $864K
|
61K
$2.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
19.9K+ 348.36% |
$790K - $835K
|
25.7K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
18.2K+ 8.58% |
$723K - $764K
|
231K
$9.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
16.2K+ 3.7% |
$643K - $679K
|
455K
$18.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
15.5KNew |
$615K - $650K
|
15.5K
$639K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
13.9KNew |
$549K - $580K
|
13.9K
$570K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.4KNew |
$413K - $436K
|
10.4K
$428K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.73K+ 52.33% |
$346K - $366K
|
25.4K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
8.1K+ 2.49% |
$321K - $339K
|
333K
$13.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 3.09% |
$264K - $279K
|
223K
$9.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.43K+ 33.14% |
$215K - $227K
|
21.8K
$897K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.9KNew |
$194K - $205K
|
4.9K
$201K
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.75K+ 1091.03% |
$188K - $199K
|
5.18K
$213K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.04K+ 10.13% |
$160K - $169K
|
43.9K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.29K+ 24.36% |
$131K - $138K
|
16.8K
$692K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.27K+ 3.22% |
$130K - $137K
|
105K
$4.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.82K+ 9.65% |
$112K - $118K
|
32K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.76K+ 3.12% |
$109K - $115K
|
91.1K
$3.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.61K+ 2.51% |
$103K - $109K
|
107K
$4.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 6.12% |
$97.6K - $103K
|
42.7K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.01KNew |
$79.6K - $84.1K
|
2.01K
$82.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
581+ 0.81% |
$23K - $24.3K
|
72.7K
$2.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
484+ 0.78% |
$19.2K - $20.3K
|
62.6K
$2.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
298New |
$11.8K - $12.5K
|
298
$12.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
192+ 564.71% |
$7.61K - $8.04K
|
226
$9.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
151+ 1.8% |
$5.98K - $6.32K
|
8.52K
$351K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110+ 1.4% |
$4.36K - $4.6K
|
7.99K
$329K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
87+ 1.24% |
$3.45K - $3.64K
|
7.12K
$293K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
80+ 1.57% |
$3.17K - $3.35K
|
5.18K
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12- 30.77% |
$476 - $502
|
27
$1.11K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.16% |
$674 - $712
|
10.5K
$432K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-34- 0.38% |
$1.35K - $1.42K
|
9K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-54- 19.49% |
$2.14K - $2.26K
|
223
$9.18K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.27% |
$2.66K - $2.8K
|
24.4K
$1.01M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-89- 1.51% |
$3.53K - $3.73K
|
5.82K
$239K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-101- 1.96% |
$4K - $4.23K
|
5.04K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-109- 11.01% |
$4.32K - $4.56K
|
881
$36.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-177- 1.03% |
$7.01K - $7.41K
|
17K
$700K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-302- 5.28% |
$12K - $12.6K
|
5.42K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-327- 1.5% |
$13K - $13.7K
|
21.4K
$883K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-333- 0.54% |
$13.2K - $13.9K
|
60.9K
$2.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-433- 69.28% |
$17.2K - $18.1K
|
192
$7.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-589- 6.62% |
$23.3K - $24.7K
|
8.31K
$342K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-603- 2.15% |
$23.9K - $25.2K
|
27.4K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-642- 13.57% |
$25.4K - $26.9K
|
4.09K
$168K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-691- 1.11% |
$27.4K - $28.9K
|
61.3K
$2.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-750- 50.0% |
$29.7K - $31.4K
|
750
$30.9K
|
|