13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
HEFA

ISHA CURR HEDGED MSCI EAFE

491 institutions still hold ISHA CURR HEDGED MSCI EAFE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V803·Exchange Traded Fund·491 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.9B
visible holders
Holders
491
filers reporting
Concentration
46.47%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

491 institutions reported HEFA in Q2 2026. GOLDMAN SACHS GROUP INC leads at 46.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.3B48.5M0.20%Q2 202602
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$214M4.6M2.68%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$207M4.4M0.05%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$201M4.3M0.01%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$192M4.1M0.04%Q2 202606
MORGAN STANLEY
CIK 0000895421
$168M3.6M0.01%Q2 202607
Dynasty Wealth Management, LLC
CIK 0001727599
$167M3.6M1.24%Q2 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$166M3.5M0.09%Q2 202609
Quotient Wealth Partners, LLC
CIK 0002004904
$161M3.4M3.81%Q2 202610
LPL Financial LLC
CIK 0001403438
$161M3.4M0.04%Q2 202611
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$160M3.4M5.66%Q2 202612
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$147M3.1M0.81%Q2 202613
NorthRock Partners, LLC
CIK 0001632097
$133M2.8M1.93%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$96M2.0M0.02%Q2 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$94M2.0M0.01%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$91M1.9M0.01%Q2 202617
Waverly Advisors, LLC
CIK 0001568787
$80M1.7M0.46%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$72M1.5M0.07%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$64M1.4M0.07%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$46M987K0.01%Q2 2026
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