iShares Trust - iShares 貨幣對沖 MSCI EAFE ETF
US ˙ BATS ˙ US46434V8037

SecurityHEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership20,695 shares
Latest Disclosed Value $ 879,434
IFP Advisors, Inc reports 429.15% increase in ownership of HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 20,695 shares of iShares Trust - iShares Currency Hedged MSCI EAFE ETF (US:HEFA) valued at $879,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,911 shares of iShares Trust - iShares Currency Hedged MSCI EAFE ETF. This represents a change in shares of 429.15% during the quarter. The current value of the position is $948,866 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR mc 46434V803 20,695 16,784 429.15 879 445.96 0.0182
2026-02-06 2025-12-31 13F ISHARES TR mc 46434V803 3,911 -65 -1.63 162 2.55 0.0036
2026-02-06 2025-09-30 13F/A-1 ISHARES TR HDG MSCI EAFE mc 46434V803 3,976 -12,207 -75.43 157 -74.43 0.0041
2025-12-02 2025-09-30 13F ISHARES TR HDG MSCI EAFE mc 46434V803 3,935 -12,248 160 0.0041
2025-07-24 2025-06-30 13F I mc 46434V803 16,183 1,544 10.55 614 15.63 0.0175
2025-05-05 2025-03-31 13F ISHARES TR mc 46434V803 14,639 6,267 74.86 531 83.10 0.0164
2025-02-04 2024-12-31 13F ISHARES TR mc 46434V803 8,372 -10,774 -56.27 291 -57.23 0.0095
2025-02-04 2024-09-30 13F ISHARES TR mc 46434V803 19,146 5,055 35.87 678 35.33 0.0244
2024-07-30 2024-06-30 13F ISHARES TR mc 46434V803 14,091 11,512 446.37 501 462.92 0.0199
2024-07-30 2024-03-31 13F ISHARES TR mc 46434V803 2,579 -124 -4.59 90 4.71 0.0039
2024-01-09 2023-12-31 13F ISHARES TR mc 46434V803 2,703 1,957 262.33 85 286.36 0.0040
2023-10-12 2023-09-30 13F ISHARES TR mc 46434V803 746 -541 -42.04 22 -43.59 0.0010
2023-08-14 2023-06-30 13F/A-1 ISHARES TR mc 46434V803 1,287 518 67.36 40 69.57 0.0017
2023-08-04 2023-06-30 13F ISHARES TR mc 46434V803 1,287 518 39 0.0018
2023-04-18 2023-03-31 13F ISHARES TR mc 46434V803 769 -13,015 -94.42 23 0.0010
2023-02-07 2022-12-31 13F ISHARES TR mc 46434V803 13,784 1,676 13.84 0 -100.00 0.0111
2022-11-08 2022-09-30 13F ISHARES TR mc 46434V803 12,108 1,372 12.78 365 12.31 0.0095
2022-09-06 2022-06-30 13F/A-1 ISHARES TR mc 46434V803 10,736 0 0.00 325 0.00 0.0104
2022-09-06 2022-03-31 13F/A-1 ISHARES TR mc 46434V803 10,736 10,067 1,504.78 325 1,254.17 0.0104
2022-08-08 2022-03-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 669 0 20 0.0004
2022-01-12 2021-12-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 669 6 0.90 24 4.35 0.0005
2021-10-06 2021-09-30 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 663 7 1.07 23 0.00 0.0005
2021-07-13 2021-06-30 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 656 244 59.22 23 64.29 0.0005
2021-04-30 2021-03-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 412 -4 -0.96 14 0.00 0.0003
2021-01-25 2020-12-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 416 -1,356 -76.52 14 -71.43 0.0006
2020-10-29 2020-09-30 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 1,772 1,253 241.43 49 226.67 0.0029
2020-08-05 2020-06-30 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 519 -584 -52.95 15 -44.44 0.0012
2020-05-12 2020-03-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 1,103 -256,774 -99.57 27 -99.66 0.0027
2020-01-17 2019-12-31 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 257,877 40,350 18.55 7,941 22.77 0.5969
2019-11-07 2019-09-30 13F ISHARES TR HDG MSCI EAFE CEF 46434V803 217,527 -16,502 -7.05 6,468 -4.19 0.4333
2019-05-15 2019-03-31 13F ISHARESCURRENCY HEDGED MSCIEAFE ETF ETF 46434V803 234,029 114,265 95.41 6,751 117.91 0.9217
2019-06-03 2018-12-31 13F/A-10 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 119,764 -47,571 -28.43 3,098 -38.16 0.1888
2019-01-23 2018-12-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 119,764 -47,571 3,098 0.1888
2019-06-03 2018-09-30 13F/A-9 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 167,335 -12,317 -6.86 5,010 -5.81 0.2042
2018-10-25 2018-09-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 167,335 -12,317 5,010 0.2042
2019-06-03 2018-06-30 13F/A-8 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 179,652 136,100 312.50 5,319 311.37 0.2237
2018-08-07 2018-06-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 179,652 136,280 5,319
2019-06-03 2018-03-31 13F/A-7 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 43,552 0 0.00 1,293 0.00 0.0586
2018-05-09 2018-03-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 43,372 -180 1,246
2019-06-03 2017-12-31 13F/A-6 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 43,552 2,594 6.33 1,293 9.11 0.0586
2018-01-24 2017-12-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 43,552 2,594 1,293
2017-10-30 2017-09-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 40,958 -22,730 -35.69 1,185 -34.53 0.0471
2019-06-03 2017-06-30 13F/A-5 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 63,688 25,622 67.31 1,810 72.71 0.0767
2017-07-31 2017-06-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 63,688 25,622 1,810
2019-06-03 2017-03-31 13F/A-4 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 38,066 8,942 30.70 1,048 37.71 0.0456
2017-04-26 2017-03-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 38,066 8,942 1,048
2019-06-03 2016-12-31 13F/A-3 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 29,124 561 1.96 761 7.33 0.0367
2017-02-14 2016-12-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 29,124 561 761
2016-11-04 2016-09-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 28,563 -748 -2.55 709 0.85 0.0369
2019-06-03 2016-06-30 13F/A-2 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 29,311 -204,718 -87.48 703 -89.59 0.0393
2016-08-22 2016-06-30 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 29,311 -204,718 703
2019-06-03 2016-03-31 13F/A-1 ISHARESCURRENCY HEDGED MSCIEAFE ETF ETF 46434V803 234,029 232,192 12,639.74 6,751 14,263.83 0.9217
2016-05-02 2016-03-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 29,237 27,400 698
2016-02-11 2015-12-31 13F ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 1,837 1,837 47 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.