Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PFS
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
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
New York
$761B 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
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$376B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close