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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
Q2 		$66.8K Sell
1,423
-136
-9% -$6.12K ﹤0.01% 923
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Dynasty Wealth Management
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
Quotient Wealth Partners
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

Parkside Financial Bank & Trust's HEFA Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.7% in Q2 2026, selling an estimated $6.12K and leaving 1,423 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Parkside Financial Bank & Trust first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $89.3K in Q1 2024. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,423 shares of iShares Currency Hedged MSCI EAFE ETF worth $66.8K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 136 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $6.12K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #923 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Parkside Financial Bank & Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $89.3K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.