Park Square Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Park Square Financial Group’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	$209K	Sell	4,923 -1,520	-24%	-$65.5K	1.59%	16
2025 Q4	$224K	Sell	6,443 -1,561	-20%	-$64K	1.33%	15
2025 Q3	$317K	Sell	8,004 -7,626	-49%	-$294K	1.37%	18
2025 Q2	$593K	Sell	15,630 -3,824	-20%	-$140K	0.43%	44
2025 Q1	$706K	Sell	19,454 -7,869	-29%	-$287K	0.56%	31
2024 Q4	$949K	Buy	+27,323	New	+$962K	0.66%	27

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

Park Square Financial Group's HEFA Position: Q1 2026 in Review

Park Square Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 24% in Q1 2026, selling an estimated $65.5K and leaving 4,923 shares worth $209K. The position accounts for 1.59% of the portfolio, ranked #16.

Park Square Financial Group first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $949K in Q4 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Park Square Financial Group held 4,923 shares of iShares Currency Hedged MSCI EAFE ETF worth $209K as of Q1 2026.
Park Square Financial Group sold 1,520 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $65.5K.
iShares Currency Hedged MSCI EAFE ETF made up 1.59% of Park Square Financial Group's portfolio in Q1 2026, its #16 holding.
Park Square Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $949K in Q4 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.