PCA Investment Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PCA Investment Advisory Services’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Buy	295,941 +35,907	+14%	+$1.55M	4.2%	8
2025 Q4	$10.8M	Buy	260,034 +30,003	+13%	+$1.23M	3.76%	9
2025 Q3	$9.11M	Buy	230,031 +25,775	+13%	+$993K	3.37%	9
2025 Q2	$7.75M	Buy	204,256 +9,040	+5%	+$330K	3.27%	9
2025 Q1	$7.08M	Buy	195,216 +21,040	+12%	+$767K	3.75%	8
2024 Q4	$6.05M	Buy	174,176 +41,073	+31%	+$1.45M	2.8%	9
2024 Q3	$4.71M	Buy	133,103 +15,282	+13%	+$531K	2.22%	12
2024 Q2	$4.19M	Buy	117,821 +30,041	+34%	+$1.05M	2.19%	13
2024 Q1	$3.06M	Buy	87,780 +15,761	+22%	+$519K	1.72%	14
2023 Q4	$2.27M	Buy	72,019 +5,267	+8%	+$161K	1.5%	17
2023 Q3	$2.01M	Buy	66,752 +818	+1%	+$24.8K	1.43%	18
2023 Q2	$2.04M	Buy	65,934 +8,650	+15%	+$262K	1.22%	18
2023 Q1	$1.69M	Buy	+57,284	New	+$1.65M	1.19%	21

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCA Investment Advisory Services's HEFA Position: Q1 2026 in Review

PCA Investment Advisory Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q1 2026, buying an estimated $1.55M and bringing the position to 295,941 shares worth $12.6M. The position accounts for 4.2% of the portfolio, ranked #8.

PCA Investment Advisory Services first reported a position in HEFA in Q1 2023 and has held it in 13 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

PCA Investment Advisory Services held 295,941 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.6M as of Q1 2026.
PCA Investment Advisory Services bought 35,907 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $1.55M.
iShares Currency Hedged MSCI EAFE ETF made up 4.2% of PCA Investment Advisory Services's portfolio in Q1 2026, its #8 holding.
PCA Investment Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.