Parkside Financial Bank & Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Parkside Financial Bank & Trust’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	$66.3K	Hold	1,559	–	–	0.01%	851
2025 Q4	$64.5K	Hold	1,559	–	–	﹤0.01%	865
2025 Q3	$61.8K	Hold	1,559	–	–	﹤0.01%	857
2025 Q2	$59.2K	Hold	1,559	–	–	0.01%	842
2025 Q1	$56.6K	Hold	1,559	–	–	0.01%	789
2024 Q4	$54.2K	Sell	1,559 -578	-27%	-$20.4K	0.01%	773
2024 Q3	$75.7K	Hold	2,137	–	–	0.01%	627
2024 Q2	$76K	Sell	2,137 -422	-16%	-$14.8K	0.01%	596
2024 Q1	$89.3K	Buy	2,559 +2,000	+358%	+$65.9K	0.01%	567
2023 Q4	$17.6K	Buy	+559	New	+$17K	﹤0.01%	1014

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Parkside Financial Bank & Trust's HEFA Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 1,559 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #851.

Parkside Financial Bank & Trust first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $89.3K in Q1 2024. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Parkside Financial Bank & Trust held 1,559 shares of iShares Currency Hedged MSCI EAFE ETF worth $66.3K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #851 holding.
Parkside Financial Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $89.3K in Q1 2024.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.