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PKS Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PKS Advisory Services’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 		– Sell
-5,800
Closed -$240K – 246
2025
Q4 		$240K Sell
5,800
-546
-9% -$22.4K 0.05% 220
2025
Q3 		$251K Sell
6,346
-688
-10% -$26.5K 0.05% 214
2025
Q2 		$267K Sell
7,034
-64
-0.9% -$2.34K 0.07% 218
2025
Q1 		$258K Sell
7,098
-2,553
-26% -$93.1K 0.07% 208
2024
Q4 		$355K Buy
+9,651
New +$340K 0.09% 172

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

PKS Advisory Services's HEFA Position: Q1 2026 in Review

PKS Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 5,800 shares — an estimated $240K sold.

PKS Advisory Services first reported a position in HEFA in Q4 2024 and held it in 5 quarters. The position peaked at $355K in Q4 2024. 436 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • PKS Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • PKS Advisory Services sold 5,800 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $240K.
  • PKS Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 5 quarters.
  • PKS Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $355K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.