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Principal Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Principal Securities’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
Q2 		$1.27M Buy
27,143
+1,427
+6% +$64.2K 0.02% 701
2026
Q1 		$1.09M Sell
25,716
-44,410
-63% -$1.91M 0.02% 703
2025
Q4 		$2.9M Buy
70,126
+4,923
+8% +$202K 0.04% 355
2025
Q3 		$2.58M Buy
65,203
+28,707
+79% +$1.11M 0.04% 380
2025
Q2 		$1.39M Buy
36,496
+13,736
+60% +$502K 0.03% 516
2025
Q1 		$791K Buy
22,760
+650
+3% +$23.7K 0.02% 624
2024
Q4 		$768K Buy
22,110
+1,242
+6% +$43.7K 0.02% 631
2024
Q3 		$739K Sell
20,868
-3,347
-14% -$116K 0.02% 629
2024
Q2 		$861K Buy
24,215
+5,149
+27% +$181K 0.02% 515
2024
Q1 		$665K Buy
19,066
+6,044
+46% +$199K 0.02% 564
2023
Q4 		$410K Buy
+13,022
New +$397K 0.02% 684

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities's HEFA Position: Q2 2026 in Review

Principal Securities increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.5% in Q2 2026, buying an estimated $64.2K and bringing the position to 27,143 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #701.

Principal Securities first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Principal Securities held 27,143 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.27M as of Q2 2026.
  • Principal Securities bought 1,427 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $64.2K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #701 holding.
  • Principal Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.9M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.