ISHA CURR HEDGED MSCI EAFE (HEFA) Institutional Shareholders
ISHA CURR HEDGED MSCI EAFE (HEFA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.05B in HEFA holdings during the latest filing period.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of HEFA tracked by InsiderSet, reporting ownership valued at approximately $2.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.25B, representing an estimated loss of -1.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed HEFA value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Coldstream Capital Management Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHA CURR HEDGED MSCI EAFE (HEFA).
This page ranks the largest institutional HEFA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
446
Total Reported Value
$6.05B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$2.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.24% | 48,492,631 | $2,275,516,699 | $2,249,573,152 | -$25,943,547 | -1.14% | |
| Coldstream Capital Management Inc | 2.68% | 4,561,052 | $214,027,385 | $211,587,202 | -$2,440,183 | -1.14% | |
| Envestnet Asset Management Inc | 0.05% | 4,406,631 | $206,781,147 | $204,423,612 | -$2,357,535 | -1.14% | |
| Jpmorgan Chase & Co | 0.01% | 4,310,684 | $201,287,427 | $199,972,631 | -$1,314,796 | -0.65% | |
| Ameriprise Financial Inc | 0.04% | 4,090,734 | $192,057,019 | $189,769,150 | -$2,287,869 | -1.19% | |
| Morgan Stanley | 0.01% | 3,584,090 | $168,183,441 | $166,265,935 | -$1,917,506 | -1.14% | |
| Dynasty Wealth Management, Llc | 1.24% | 3,562,756 | $167,182,338 | $165,276,251 | -$1,906,087 | -1.14% | |
| Quotient Wealth Partners, Llc | 3.81% | 3,439,589 | $161,402,714 | $159,562,534 | -$1,840,180 | -1.14% | |
| Lpl Financial Llc | 0.04% | 3,434,779 | $161,176,988 | $159,339,398 | -$1,837,590 | -1.14% | |
| Partners Capital Investment Group, Llp | 5.66% | 3,419,467 | $160,458,490 | $158,629,074 | -$1,829,416 | -1.14% | |
| United Capital Financial Advisors, Llc | 0.81% | 3,126,452 | $146,748,205 | $145,036,108 | -$1,712,097 | -1.17% | |
| Northrock Partners, Llc | 1.94% | 2,840,162 | $133,274,602 | $131,755,115 | -$1,519,487 | -1.14% | |
| Wells Fargo & Company/Mn | 0.02% | 2,039,824 | $95,718,720 | $94,627,435 | -$1,091,285 | -1.14% | |
| Northern Trust Corp | 0.01% | 2,012,676 | $94,444,822 | $93,368,040 | -$1,076,782 | -1.14% | |
| Bank Of America Corp | 0.01% | 1,938,755 | $90,976,087 | $89,938,844 | -$1,037,243 | -1.14% | |
| Waverly Advisors, Llc | 0.46% | 1,694,704 | $79,523,996 | $78,617,319 | -$906,677 | -1.14% | |
| Cetera Investment Advisers | 0.07% | 1,532,638 | $71,919,013 | $71,099,077 | -$819,936 | -1.14% | |
| Osaic Holdings, Inc. | 0.08% | 1,360,026 | $63,830,832 | $63,091,606 | -$739,226 | -1.16% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,092,847 | $51,281,827 | $50,697,172 | -$584,655 | -1.14% | |
| Raymond James Financial Inc | 0.01% | 986,887 | $46,309,692 | $45,781,688 | -$528,004 | -1.14% | |
| Jordan Park Group Llc | 2.33% | 980,903 | $46,028,873 | $45,504,090 | -$524,783 | -1.14% | |
| Private Advisor Group, Llc | 0.21% | 965,338 | $45,298,512 | $44,782,030 | -$516,482 | -1.14% | |
| Verde Capital Management | 7.65% | 881,454 | $41,362,258 | $40,890,651 | -$471,607 | -1.14% | |
| Us Bancorp \De\ | 0.04% | 779,571 | $36,581,408 | $36,164,299 | -$417,109 | -1.14% | |
| Blankinship & Foster, Llc | 7.28% | 768,531 | $36,063,316 | $35,652,153 | -$411,163 | -1.14% | |
| Sachem Hill Llc | 5.83% | 698,847 | $32,793,406 | $32,419,512 | -$373,894 | -1.14% | |
| Crumly & Associates Inc. | 5.56% | 618,984 | $29,045,827 | $28,714,668 | -$331,159 | -1.14% | |
| Ubs Group Ag | 0.00% | 551,360 | $25,872,568 | $25,577,590 | -$294,978 | -1.14% | |
| Mml Investors Services, Llc | 0.05% | 537,596 | $25,226,678 | $24,939,078 | -$287,600 | -1.14% | |
| Act Wealth Management, Llc | 7.16% | 519,062 | $24,356,988 | $24,079,286 | -$277,702 | -1.14% | |
| Bokf, Na | 0.31% | 477,453 | $22,404,482 | $22,149,045 | -$255,437 | -1.14% | |
| Jones Financial Companies Lllp | 0.01% | 421,122 | $19,552,711 | $19,535,850 | -$16,861 | -0.09% | |
| Tulsa Wealth Advisors, Inc | 2.74% | 415,311 | $19,488,465 | $19,266,277 | -$222,188 | -1.14% | |
| Paradigm, Strategies In Wealth Management, Llc | 10.89% | 380,965 | $17,876,766 | $17,672,966 | -$203,800 | -1.14% | |
| Commonwealth Equity Services, Llc | 0.02% | 358,522 | $16,823,662 | $16,631,836 | -$191,826 | -1.14% | |
| Csenge Advisory Group | 0.68% | 358,335 | $16,814,869 | $16,623,161 | -$191,708 | -1.14% | |
| Denver Pwm, Llc | 5.40% | 345,322 | $16,509,823 | $16,019,488 | -$490,335 | -2.97% | |
| Wescap Management Group, Inc. | 3.02% | 344,434 | $16,162,566 | $15,978,293 | -$184,273 | -1.14% | |
| Lighthouse Wealth Management Inc. | 9.94% | 340,990 | $16,000,938 | $15,818,526 | -$182,412 | -1.14% | |
| Royal Bank Of Canada | 0.00% | 340,245 | $15,967,000 | $15,783,966 | -$183,034 | -1.15% | |
| Pca Investment Advisory Services Inc. | 4.23% | 322,766 | $15,145,787 | $14,973,115 | -$172,672 | -1.14% | |
| Rockefeller Capital Management L.P. | 0.02% | 303,416 | $14,237,825 | $14,075,468 | -$162,357 | -1.14% | |
| Vertex Planning Partners, Llc | 2.10% | 301,850 | $14,164,333 | $14,002,822 | -$161,512 | -1.14% | |
| Cx Institutional | 0.37% | 274,278 | $12,871,000 | $12,723,756 | -$147,244 | -1.14% | |
| Modern Wealth Management, Llc | 0.15% | 271,866 | $12,757,308 | $12,611,864 | -$145,444 | -1.14% | |
| Cyr Financial Inc. | 6.41% | 262,328 | $12,309,743 | $12,169,396 | -$140,347 | -1.14% | |
| Bank Of New York Mellon Corp | 0.00% | 253,778 | $11,908,540 | $11,772,761 | -$135,779 | -1.14% | |
| Pathstone Holdings, Llc | 0.05% | 270,886 | $11,511,301 | $12,566,402 | +$1,055,101 | +9.17% | |
| Arq Wealth Advisors, Llc | 1.42% | 247,496 | $11,493,715 | $11,481,339 | -$12,376 | -0.11% | |
| Lido Advisors, Llc | 0.04% | 241,400 | $11,327,719 | $11,198,546 | -$129,173 | -1.14% |
Frequently asked questions about HEFA
Who owns the most HEFA stock?
The largest holders of HEFA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHA CURR HEDGED MSCI EAFE (HEFA).
Is HEFA widely held by superinvestors?
Many widely followed stocks like HEFA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEFA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.