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Public ownership evidence

iShares Currency Hedged MSCI EAFE ETF (HEFA) Ownership Disclosures

Read HEFA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2961,125$2,218,243None
Corient Private Wealth LP2026-06-302026-08-2814,814$695,143None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28121$5,678None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28121$5,142None
Wellington Grp LLC2026-06-302026-08-2715,112$709,131None
AFFINITY WEALTH LLC2025-06-302026-08-2720$759None
AFFINITY WEALTH LLC2025-03-312026-08-2720$726None
AFFINITY WEALTH LLC2024-12-312026-08-2720$695None
Advus Financial Partners, LLC2024-09-302026-08-268,154$288,815None
Advus Financial Partners, LLC2024-06-302026-08-268,039$285,827None
Kingsview Wealth Management, LLC2026-06-302026-08-2079,875$3,748,125None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20135,122$6,340,614None
Beacon Pointe Advisors, LLC2026-06-302026-08-1980,478$3,776,408None
JDM Financial Group LLC2026-06-302026-08-19296$13,890None
Denver PWM, LLC2026-06-302026-08-19345,322$16,509,823None
Glenview Trust Co2026-06-302026-08-195,770$270,757None
Legacy Edge Advisors, LLC2024-06-302026-08-1811,994$426,447None
Legacy Edge Advisors, LLC2024-03-312026-08-186,070$211,722None
Yukon Wealth Management, Inc.2026-06-302026-08-184,551$213,593None
Corient Private Wealth LP2026-06-302026-08-1816,324$765,975None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,126,452$146,748,205None
Equitable Holdings, Inc.2026-06-302026-08-1836,065$1,692,346None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-188,908$418,000None
Odyssey Group, LLC2026-06-302026-08-15390,192$18,309,772None
Wellington Grp LLC2026-06-302026-08-1515,112$642,184None
Synergy Investment Management, LLC2026-06-302026-08-15948$44,487None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1528,986$1,324,660None
Federation des caisses Desjardins du Quebec2026-06-302026-08-155,541$260,011None
JPL Wealth Management, LLC2026-06-302026-08-158,419$395,062None
Modern Wealth Management, LLC2026-06-302026-08-15271,866$12,757,308None
Mutual Advisors, LLC2026-06-302026-08-1597,472$4,573,866None
Advyzon Investment Management, LLC2026-06-302026-08-15404$18,958None
Advyzon Investment Management, LLC2026-06-302026-08-158,610$404,024None
Wealth Preservation Advisors, LLC2026-06-302026-08-1541,742$1,958,723None
Wealth Preservation Advisors, LLC2026-06-302026-08-1515,531$728,792None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,380$205,532None
Meridian Wealth Advisors, LLC2026-06-302026-08-1518,217$854,833None
Vertex Planning Partners, LLC2026-06-302026-08-15301,850$14,164,333None
Capital Asset Advisory Services LLC2026-06-302026-08-15102,507$4,810,136None
Ameritas Advisory Services, LLC2026-06-302026-08-1553,256$2,499,046None
FWG Holdings, LLC2026-06-302026-08-156,337$293,245None
Aspen Grove Capital, LLC2026-06-302026-08-1515,025$705,048None
Western Wealth Management, LLC2026-06-302026-08-1510,670$500,701None
Foundations Investment Advisors, LLC2026-06-302026-08-1548,738$2,287,024None
Qube Research & Technologies Ltd2026-06-302026-08-152,523$118,392None
IFG Advisory, LLC2026-06-302026-08-158,703$408,378None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,346$110,086None
OSAIC HOLDINGS, INC.2026-06-302026-08-15100,818$4,730,896None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,154$1,086,502None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,233,708$57,903,348None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.