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

Parallel 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
2026
Q1 		$531K Buy
12,505
+7,755
+163% +$334K 0.01% 699
2025
Q4 		$196K Sell
4,750
-187
-4% -$7.66K ﹤0.01% 1107
2025
Q3 		$196K Buy
4,937
+187
+4% +$7.21K ﹤0.01% 1071
2025
Q2 		$180K Sell
4,750
-768
-14% -$28.1K ﹤0.01% 1056
2025
Q1 		$200K Buy
5,518
+859
+18% +$31.3K ﹤0.01% 961
2024
Q4 		$162K Sell
4,659
-1,659
-26% -$58.4K ﹤0.01% 1028
2024
Q3 		$224K Buy
6,318
+3,520
+126% +$122K 0.01% 876
2024
Q2 		$99.5K Sell
2,798
-476
-15% -$16.7K ﹤0.01% 1187
2024
Q1 		$114K Buy
3,274
+768
+31% +$25.3K ﹤0.01% 1106
2023
Q4 		$79K Buy
2,506
+1,326
+112% +$40.4K ﹤0.01% 1214
2023
Q3 		$35.5K Buy
1,180
+992
+528% +$30K ﹤0.01% 1564
2023
Q2 		$5.83K Buy
+188
New +$5.69K ﹤0.01% 2377
2023
Q1 		– Sell
-1,812
Closed -$48.9K – 3454
2022
Q4 		$48.9K Buy
1,812
+257
+17% +$7.87K ﹤0.01% 1289
2022
Q3 		$46K Buy
1,555
+1,467
+1,667% +$46.8K ﹤0.01% 1302
2022
Q2 		$3K Buy
+88
New +$2.92K ﹤0.01% 2451
2021
Q3 		– Sell
-1,379
Closed -$48K – 3143
2021
Q2 		$48K Hold
1,379
– – ﹤0.01% 1269
2021
Q1 		$45K Hold
1,379
– – ﹤0.01% 1223
2020
Q4 		$42K Buy
+1,379
New +$40.2K ﹤0.01% 1174
2019
Q1 		– Sell
-115
Closed -$2K – 2325
2018
Q4 		$2K Hold
115
– – ﹤0.01% 1868
2018
Q3 		$3K Hold
115
– – ﹤0.01% 1896
2018
Q2 		$3K Sell
115
-70
-38% -$2.09K ﹤0.01% 1736
2018
Q1 		$5K Buy
185
+45
+32% +$1.32K ﹤0.01% 1553
2017
Q4 		$4K Buy
140
+70
+100% +$2.08K ﹤0.01% 1651
2017
Q3 		$2K Sell
70
-485
-87% -$13.7K ﹤0.01% 1849
2017
Q2 		$16K Buy
+555
New +$15.7K ﹤0.01% 1098
2017
Q1 		– Sell
-1,907
Closed -$50K – 2022
2016
Q4 		$50K Buy
+1,907
New +$48.3K 0.01% 582

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Parallel Advisors's HEFA Position: Q1 2026 in Review

Parallel Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 163% in Q1 2026, buying an estimated $334K and bringing the position to 12,505 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #699.

Parallel Advisors first reported a position in HEFA in Q4 2016 and has held it in 26 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Parallel Advisors held 12,505 shares of iShares Currency Hedged MSCI EAFE ETF worth $531K as of Q1 2026.
  • Parallel Advisors bought 7,755 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $334K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #699 holding.
  • Parallel Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 26 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.