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Leona M. & Harry B. Helmsley Charitable Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Leona M. & Harry B. Helmsley Charitable Trust’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.9M Buy
384,360
+282,509
+277% +$29.9M 17.13% 2
2026
Q2 		$10.6M Hold
101,851
– – 4.92% 2
2026
Q1 		$9.9M Buy
+101,851
New +$10.2M 4.52% 2

Other funds holding EFA

New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Ryan Investment Management
Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Leona M. & Harry B. Helmsley Charitable Trust's EFA Position: Q3 2026 in Review

Leona M. & Harry B. Helmsley Charitable Trust increased its iShares MSCI EAFE ETF (EFA) stake by 277% in Q3 2026, buying an estimated $29.9M and bringing the position to 384,360 shares worth $39.9M. The position accounts for 17.13% of the portfolio, ranked #2.

Leona M. & Harry B. Helmsley Charitable Trust first reported a position in EFA in Q1 2026 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Leona M. & Harry B. Helmsley Charitable Trust held 384,360 shares of iShares MSCI EAFE ETF worth $39.9M as of Q3 2026.
  • Leona M. & Harry B. Helmsley Charitable Trust bought 282,509 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $29.9M.
  • iShares MSCI EAFE ETF made up 17.13% of Leona M. & Harry B. Helmsley Charitable Trust's portfolio in Q3 2026, its #2 holding.
  • Leona M. & Harry B. Helmsley Charitable Trust first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Leona M. & Harry B. Helmsley Charitable Trust's 13F filing for Q3 2026, filed 20 Oct 2026.