Prosperity Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Prosperity Capital Advisors’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
2025 Q4	–	Sell	-79,016	Closed	-$3.13M	–	411
2025 Q3	$3.13M	Sell	79,016 -8,587	-10%	-$331K	0.18%	93
2025 Q2	$3.33M	Sell	87,603 -11,152	-11%	-$408K	0.22%	80
2025 Q1	$3.59M	Buy	98,755 +987	+1%	+$36K	0.28%	64
2024 Q4	$3.4M	Sell	97,768 -3,313	-3%	-$117K	0.28%	66
2024 Q3	$3.58M	Buy	101,081 +14,242	+16%	+$495K	0.3%	66
2024 Q2	$3.09M	Buy	86,839 +29,220	+51%	+$1.03M	0.34%	53
2024 Q1	$2.01M	Buy	57,619 +36,146	+168%	+$1.19M	0.24%	70
2023 Q4	$677K	Buy	+21,473	New	+$655K	0.07%	133

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Prosperity Capital Advisors's HEFA Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 79,016 shares — an estimated $3.13M sold.

Prosperity Capital Advisors first reported a position in HEFA in Q4 2023 and held it in 8 quarters. The position peaked at $3.59M in Q1 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 79,016 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $3.13M.
Prosperity Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
Prosperity Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.59M in Q1 2025.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.