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

Provident Living 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 		$713K Hold
15,192
– – 0.7% 30
2026
Q1 		$646K Sell
15,192
-332
-2% -$14.3K 0.71% 30
2025
Q4 		$642K Buy
+15,524
New +$636K 0.63% 30

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Provident Living Financial Services's HEFA Position: Q2 2026 in Review

Provident Living Financial Services held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 15,192 shares worth $713K. The position accounts for 0.7% of the portfolio, ranked #30.

Provident Living Financial Services first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Provident Living Financial Services held 15,192 shares of iShares Currency Hedged MSCI EAFE ETF worth $713K as of Q2 2026.
  • Provident Living Financial Services left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.7% of Provident Living Financial Services's portfolio in Q2 2026, its #30 holding.
  • Provident Living Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.