Who Owns iShares Currency Hedged MSCI EAFE ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Currency Hedged MSCI EAFE ETF.
Who crossed 5% of HEFA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Crumly & Associates Inc.HDG MSCI EAFE678.3K shadded | $31.5M |
| ACT WEALTH MANAGEMENT, LLCHDG MSCI EAFE528.7K shadded | $24.5M |
| Farther Finance Advisors, LLCETF289.6K shadded | $13.4M |
| Avidian Wealth Enterprises, LLCHDG MSCI EAFE226K shadded | $10.5M |
| Delta Wealth Advisors LLCHDG MSCI EAFE165.6K shadded | $7.7M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCHDG MSCI EAFE65.4K shtrimmed | $3M |
| Apella Capital, LLCHDG MSCI EAFE55.1K shtrimmed | $2.6M |
| Grove Bank & TrustHDG MSCI EAFE47.5K shheld | $2.2M |
| Valeo Financial Advisors, LLCETF34.8K shtrimmed | $1.6M |
| Wedmont Private CapitalHDG MSCI EAFE14.5K shheld | $669.9K |
| Balefire, LLCHDG MSCI EAFE13.3K shtrimmed | $617.4K |
| CYPRESS FINANCIAL PLANNING LLCHDG MSCI EAFE8.7K shtrimmed | $404.5K |
| Retirement Wealth Solutions LLCHDG MSCI EAFE4.2K shheld | $195.7K |
| CoreCap Advisors, LLCETF3K shtrimmed | $140.4K |
| Trust CoETF48 shheld | $2.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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