Isha Curr Hedged Msci Eafe ETF (HEFA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HEFA (all 13F filers)
- Goldman Sachs Group48.5 MBank or trading desk+402 K
- Coldstream Capital Management4.6 MType not verified−1.4 M
- Envestnet Asset Management4.4 MWealth adviser−185 K
- JPMorgan Chase4.3 MBank or trading desk+88 K
- Ameriprise Financial4.1 MWealth adviser−182 K
- Morgan Stanley3.6 MBank or trading desk−197 K
- Dynasty Wealth Management3.6 MWealth adviser+90 K
- Northwestern Mutual Wealth Management3.5 MWealth adviser+74 K
- Quotient Wealth Partners3.4 MWealth adviser+72 K
- LPL Financial3.4 MWealth adviser−108 K
- Shares
- 48.5 M
- Change
- +402 K
See more
- Type
- Bank or trading desk
- Value
- $2.3 bn
- Shares
- 4.6 M
- Change
- −1.4 M
See more
- Type
- Type not verified
- Value
- $214M
- Shares
- 4.4 M
- Change
- −185 K
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- Type
- Wealth adviser
- Value
- $207M
- Shares
- 4.3 M
- Change
- +88 K
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- Type
- Bank or trading desk
- Value
- $201M
- Shares
- 4.1 M
- Change
- −182 K
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- Type
- Wealth adviser
- Value
- $192M
- Shares
- 3.6 M
- Change
- −197 K
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- Type
- Bank or trading desk
- Value
- $168M
- Shares
- 3.6 M
- Change
- +90 K
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- Type
- Wealth adviser
- Value
- $167M
- Shares
- 3.5 M
- Change
- +74 K
See more
- Type
- Wealth adviser
- Value
- $166M
- Shares
- 3.4 M
- Change
- +72 K
See more
- Type
- Wealth adviser
- Value
- $161M
- Shares
- 3.4 M
- Change
- −108 K
See more
- Type
- Wealth adviser
- Value
- $161M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗