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 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
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-857- 14.91% |
$34K - $35.9K
|
4.89K
$201K
|
|
|
Jan 21, 2026
Q4 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-900- 9.18% |
$35.7K - $37.7K
|
8.9K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-987- 11.75% |
$39.1K - $41.3K
|
7.41K
$305K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.14K- 1.0% |
$45.1K - $47.7K
|
113K
$4.65M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.26K- 10.33% |
$49.9K - $52.7K
|
10.9K
$450K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.71K- 49.84% |
$67.9K - $71.7K
|
1.73K
$71K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.78K- 15.04% |
$70.6K - $74.6K
|
10.1K
$414K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.04K- 0.39% |
$80.7K - $85.3K
|
520K
$21.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.52K- 3.43% |
$100K - $106K
|
71K
$2.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.29K- 28.69% |
$130K - $138K
|
8.18K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.99K- 2.97% |
$158K - $167K
|
130K
$5.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.45K- 4.17% |
$176K - $186K
|
102K
$4.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-4.68K- 3.97% |
$185K - $196K
|
113K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.23K- 42.93% |
$247K - $261K
|
8.28K
$341K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-7.86K- 18.17% |
$311K - $329K
|
35.4K
$1.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-9.45K- 5.99% |
$374K - $395K
|
148K
$6.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-14K- 1.7% |
$557K - $588K
|
810K
$33.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 23.47% |
$628K - $664K
|
51.7K
$2.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 7.06% |
$986K - $1.04M
|
328K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-76.9K- 92.79% |
$3.05M - $3.22M
|
5.98K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-104K- 90.32% |
$4.11M - $4.34M
|
11.1K
$457K
|
|