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Prospera Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Prospera Financial 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
Q2 		$1.77M Buy
37,661
+5,202
+16% +$234K 0.03% 549
2026
Q1 		$1.38M Buy
32,459
+3,997
+14% +$172K 0.02% 603
2025
Q4 		$1.18M Buy
28,462
+3,889
+16% +$159K 0.02% 629
2025
Q3 		$974K Buy
24,573
+5,786
+31% +$223K 0.02% 691
2025
Q2 		$714K Buy
18,787
+2,528
+16% +$92.4K 0.01% 777
2025
Q1 		$591K Sell
16,259
-1,488
-8% -$54.2K 0.01% 716
2024
Q4 		$617K Sell
17,747
-1,269
-7% -$44.7K 0.01% 676
2024
Q3 		$674K Sell
19,016
-1,877
-9% -$65.2K 0.02% 621
2024
Q2 		$743K Sell
20,893
-786
-4% -$27.6K 0.02% 583
2024
Q1 		$757K Sell
21,679
-17,772
-45% -$585K 0.02% 572
2023
Q4 		$1.24M Buy
+39,451
New +$1.2M 0.04% 416
2022
Q2 		– Sell
-461
Closed -$16K – 2040
2022
Q1 		$16K Buy
+461
New +$15.7K ﹤0.01% 1829

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

Prospera Financial Services's HEFA Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q2 2026, buying an estimated $234K and bringing the position to 37,661 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #549.

Prospera Financial Services first reported a position in HEFA in Q1 2022 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Prospera Financial Services held 37,661 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.77M as of Q2 2026.
  • Prospera Financial Services bought 5,202 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $234K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #549 holding.
  • Prospera Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 12 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.