PA
HEFA icon

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
Q2 		$757K Buy
16,124
+3,619
+29% +$163K 0.01% 628
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 $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

Parallel Advisors's HEFA Position: Q2 2026 in Review

Parallel Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 29% in Q2 2026, buying an estimated $163K and bringing the position to 16,124 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #628.

Parallel Advisors first reported a position in HEFA in Q4 2016 and has held it in 27 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Parallel Advisors held 16,124 shares of iShares Currency Hedged MSCI EAFE ETF worth $757K as of Q2 2026.
  • Parallel Advisors bought 3,619 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $163K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #628 holding.
  • Parallel Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 27 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.