ISHA CURR HEDGED MSCI EAFE (HEFA) Institutional Ownership and Insiders Activity
ISHA CURR HEDGED MSCI EAFE (HEFA) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $210,131 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $210,131 in HEFA holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$210,131
Largest Holder
Sequoia Financial Advisors
Largest Position
$210,131
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$210,131
HEFA News
All news- Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Aug 21, 2026 · valut.ai
- Blankinship & Foster Investment Activity Analysis: Q2 Changes Detailed
Aug 3, 2026 · valut.ai
- Delta Wealth Advisors Q2 2026 Portfolio Activity: Key Purchases and Sales
Jul 16, 2026 · valut.ai
- Friedenthal Financial Q1 2026 Portfolio Activity: Major Purchases & Sales Observed
Jul 15, 2026 · valut.ai
- Crumly & Associates Inc Portfolio Changes Q2 2026
Jul 10, 2026 · valut.ai
Related HEFA Institutional Insights:
- HEFA Institutional Ownership & Insiders Activity
- HEFA Institutional Ownership & 13F Activity
- HEFA Top Institutional Shareholders
- HEFA Institutional Buying Activity
- HEFA Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- HEFA Insider Trading & SEC Form 4 Activity
- HEFA Articles
- Top Institutional Investor Stock Rankings