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 $5.68B 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 $2.04B in its March 31, 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 $2.27B, representing an estimated gain of +10.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
432
Total Reported Value
$5.68B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$2.04B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | 0.27% | 48,091,087 | $2,043,630,742 | $2,267,975,663 | +$224,344,921 | +10.98% | |
| Coldstream Capital Management Inc | 3.10% | 5,929,029 | $251,954,111 | $279,613,008 | +$27,658,897 | +10.98% | |
| Envestnet Asset Management Inc | 0.05% | 4,406,631 | $206,781,147 | $207,816,718 | +$1,035,571 | +0.50% | |
| Ameriprise Financial Inc | 0.04% | 4,272,968 | $181,641,447 | $201,513,171 | +$19,871,724 | +10.94% | |
| Quotient Wealth Partners, Llc | 3.81% | 3,439,589 | $161,402,714 | $162,211,017 | +$808,303 | +0.50% | |
| Morgan Stanley | 0.01% | 3,781,496 | $160,694,703 | $178,335,351 | +$17,640,648 | +10.98% | |
| Partners Capital Investment Group, Llp | 5.73% | 3,579,217 | $152,098,833 | $168,795,874 | +$16,697,041 | +10.98% | |
| Lpl Financial Llc | 0.04% | 3,542,299 | $150,529,974 | $167,054,821 | +$16,524,847 | +10.98% | |
| Dynasty Wealth Management, Llc | 1.29% | 3,473,227 | $147,594,785 | $163,797,385 | +$16,202,600 | +10.98% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 3,454,761 | $146,810,105 | $162,926,529 | +$16,116,424 | +10.98% | |
| United Capital Financial Advisors, Llc | 0.88% | 3,344,417 | $142,279,809 | $157,722,706 | +$15,442,897 | +10.85% | |
| Northrock Partners, Llc | 2.11% | 3,074,762 | $130,662,026 | $145,005,776 | +$14,343,750 | +10.98% | |
| Wells Fargo & Company/Mn | 0.02% | 2,043,672 | $86,845,821 | $96,379,572 | +$9,533,751 | +10.98% | |
| Northern Trust Corp | 0.01% | 1,980,647 | $84,167,595 | $93,407,313 | +$9,239,718 | +10.98% | |
| Waverly Advisors, Llc | 0.61% | 1,927,453 | $81,907,107 | $90,898,683 | +$8,991,576 | +10.98% | |
| Bank Of America Corp | 0.01% | 1,689,813 | $71,808,611 | $79,691,581 | +$7,882,970 | +10.98% | |
| Cetera Investment Advisers | 0.06% | 1,409,864 | $59,912,187 | $66,489,186 | +$6,576,999 | +10.98% | |
| Osaic Holdings, Inc. | 0.08% | 1,248,667 | $53,072,454 | $58,887,136 | +$5,814,682 | +10.96% | |
| Mml Investors Services, Llc | 0.13% | 1,135,613 | $48,257,857 | $53,555,509 | +$5,297,652 | +10.98% | |
| Private Advisor Group, Llc | 0.21% | 965,338 | $45,298,512 | $45,525,340 | +$226,828 | +0.50% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,033,324 | $43,911,088 | $48,731,560 | +$4,820,472 | +10.98% | |
| Jordan Park Group Llc | 2.25% | 995,388 | $42,290,425 | $46,942,498 | +$4,652,073 | +11.00% | |
| Raymond James Financial Inc | 0.01% | 937,602 | $39,843,381 | $44,217,310 | +$4,373,929 | +10.98% | |
| Mariner, Llc | 0.04% | 881,418 | $37,455,838 | $41,567,673 | +$4,111,835 | +10.98% | |
| Blankinship & Foster, Llc | 7.28% | 768,531 | $36,063,316 | $36,243,922 | +$180,606 | +0.50% | |
| Verde Capital Management | 7.56% | 831,540 | $35,336,317 | $39,215,426 | +$3,879,109 | +10.98% | |
| Us Bancorp \De\ | 0.04% | 780,909 | $33,184,764 | $36,827,668 | +$3,642,904 | +10.98% | |
| Sachem Hill Llc | 5.70% | 693,072 | $29,452,104 | $32,685,276 | +$3,233,172 | +10.98% | |
| Crumly & Associates Inc. | 5.56% | 618,984 | $29,045,827 | $29,191,285 | +$145,458 | +0.50% | |
| Act Wealth Management, Llc | 7.16% | 519,062 | $24,356,988 | $24,478,964 | +$121,976 | +0.50% | |
| Elevation Point Wealth Partners, Llc | 0.53% | 524,043 | $22,269,209 | $24,713,868 | +$2,444,659 | +10.98% | |
| Vestmark Advisory Solutions, Inc. | 0.24% | 518,815 | $22,047,048 | $24,467,315 | +$2,420,267 | +10.98% | |
| Ubs Group Ag | 0.00% | 510,381 | $21,688,640 | $24,069,568 | +$2,380,928 | +10.98% | |
| Bokf, Na | 0.31% | 481,203 | $20,448,722 | $22,693,533 | +$2,244,811 | +10.98% | |
| Tulsa Wealth Advisors, Inc | 3.18% | 427,085 | $18,148,986 | $20,141,329 | +$1,992,343 | +10.98% | |
| Paradigm, Strategies In Wealth Management, Llc | 10.89% | 380,965 | $17,876,766 | $17,966,309 | +$89,543 | +0.50% | |
| Commonwealth Equity Services, Llc | 0.02% | 358,522 | $16,823,662 | $16,907,898 | +$84,236 | +0.50% | |
| Lighthouse Wealth Management Inc. | 9.94% | 340,990 | $16,000,938 | $16,081,088 | +$80,150 | +0.50% | |
| Pca Investment Advisory Services Inc. | 4.23% | 322,766 | $15,145,787 | $15,221,645 | +$75,858 | +0.50% | |
| Csenge Advisory Group | 0.69% | 353,633 | $15,027,641 | $16,677,332 | +$1,649,691 | +10.98% | |
| Wescap Management Group, Inc. | 2.93% | 350,321 | $14,886,891 | $16,521,138 | +$1,634,247 | +10.98% | |
| Denver Pwm, Llc | 5.11% | 332,933 | $14,872,133 | $15,701,120 | +$828,987 | +5.57% | |
| Royal Bank Of Canada | 0.00% | 333,755 | $14,183,000 | $15,739,886 | +$1,556,886 | +10.98% | |
| Modern Wealth Management, Llc | 0.24% | 320,077 | $13,798,533 | $15,094,831 | +$1,296,298 | +9.39% | |
| Jones Financial Companies Lllp | 0.01% | 333,680 | $13,754,308 | $15,736,349 | +$1,982,041 | +14.41% | |
| Prime Capital Investment Advisors, Llc | 0.15% | 311,823 | $13,250,920 | $14,705,573 | +$1,454,653 | +10.98% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.05% | 305,201 | $12,969,518 | $14,393,279 | +$1,423,761 | +10.98% | |
| Cyr Financial Inc. | 6.41% | 262,328 | $12,309,743 | $12,371,388 | +$61,645 | +0.50% | |
| Pathstone Holdings, Llc | 0.05% | 270,886 | $11,511,301 | $12,774,984 | +$1,263,683 | +10.98% | |
| Arq Wealth Advisors, Llc | 1.42% | 247,496 | $11,493,715 | $11,671,911 | +$178,196 | +1.55% |
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.