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Pinnacle Financial Partners (Georgia)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$471K Hold
10,039
– – ﹤0.01% 866
2026
Q1 		$427K Hold
10,039
– – ﹤0.01% 854
2025
Q4 		$415K Buy
+10,039
New +$411K ﹤0.01% 842

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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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

Pinnacle Financial Partners (Georgia)'s HEFA Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 10,039 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Pinnacle Financial Partners (Georgia) first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 10,039 shares of iShares Currency Hedged MSCI EAFE ETF worth $471K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #866 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.