Thrivent Financial for Lutherans
HEFA icon

Thrivent Financial for Lutherans’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Thrivent Financial for Lutherans’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 		$2.83M Sell
60,280
-1,903
-3% -$85.6K ﹤0.01% 1289
2026
Q1 		$2.64M Sell
62,183
-177,482
-74% -$7.65M 0.01% 1246
2025
Q4 		$9.93M Buy
239,665
+23,244
+11% +$953K 0.02% 667
2025
Q3 		$8.57M Buy
216,421
+105,634
+95% +$4.07M 0.02% 665
2025
Q2 		$4.21M Buy
110,787
+102,990
+1,321% +$3.77M 0.01% 907
2025
Q1 		$275K Sell
7,797
-59,478
-88% -$2.17M ﹤0.01% 2252
2024
Q4 		$2.34M Buy
67,275
+49,206
+272% +$1.73M ﹤0.01% 1314
2024
Q3 		$640K Sell
18,069
-65,494
-78% -$2.28M ﹤0.01% 2143
2024
Q2 		$2.97M Sell
83,563
-23,808
-22% -$835K 0.01% 1139
2024
Q1 		$3.75M Buy
107,371
+91,621
+582% +$3.02M 0.01% 1007
2023
Q4 		$496K Sell
15,750
-72,465
-82% -$2.21M ﹤0.01% 2209
2023
Q3 		$2.65M Sell
88,215
-73,456
-45% -$2.22M 0.01% 1110
2023
Q2 		$5.01M Buy
+161,671
New +$4.89M 0.01% 848
2022
Q4 		– Sell
-129,445
Closed -$3.87M – 2431
2022
Q3 		$3.87M Buy
129,445
+5,077
+4% +$162K 0.01% 889
2022
Q2 		$3.96M Sell
124,368
-40,922
-25% -$1.36M 0.01% 898
2022
Q1 		$5.61M Buy
+165,290
New +$5.62M 0.01% 851
2020
Q4 		– Hold
0
– – – 1095
2020
Q3 		– Hold
0
– – – 1025
2020
Q2 		– Hold
0
– – – 1118
2020
Q1 		– Hold
0
– – – 992
2019
Q4 		– Hold
0
– – – 1036
2019
Q3 		– Hold
0
– – – 1089
2019
Q2 		– Hold
0
– – – 1043
2018
Q2 		– Sell
-288,043
Closed -$8.27M – 2018
2018
Q1 		$8.27M Sell
288,043
-27,371
-9% -$804K 0.03% 518
2017
Q4 		$9.36M Buy
315,414
+75,164
+31% +$2.23M 0.03% 480
2017
Q3 		$6.95M Buy
+240,250
New +$6.79M 0.02% 539

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

Thrivent Financial for Lutherans's HEFA Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.1% in Q2 2026, selling an estimated $85.6K and leaving 60,280 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Thrivent Financial for Lutherans first reported a position in HEFA in Q3 2017 and has held it in 19 quarters since. The position peaked at $9.93M in Q4 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Thrivent Financial for Lutherans held 60,280 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.83M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 1,903 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $85.6K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1289 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2017 and has held it in 19 quarters since.
  • Thrivent Financial for Lutherans's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.93M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.