Helen Stephens Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Helen Stephens Group’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 Q2	$893K	Buy	8,600 +125	+1%	+$12.9K	0.15%	60
2026 Q1	$823K	Buy	8,475 +14	+0.2%	+$1.4K	0.16%	63
2025 Q4	$813K	Buy	8,461 +45	+0.5%	+$4.27K	0.17%	54
2025 Q3	$786K	Hold	8,416	–	–	0.17%	54
2025 Q2	$752K	Sell	8,416 -60	-0.7%	-$5.12K	0.19%	48
2025 Q1	$693K	Hold	8,476	–	–	0.2%	49
2024 Q4	$641K	Buy	8,476 +111	+1%	+$8.79K	0.19%	51
2024 Q3	$700K	Buy	8,365 +234	+3%	+$18.8K	0.21%	53
2024 Q2	$637K	Buy	+8,131	New	+$644K	0.22%	51
2022 Q1	–	Sell	-2,835	Closed	-$223K	–	63
2021 Q4	$223K	Buy	+2,835	New	+$225K	0.18%	50

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Helen Stephens Group's EFA Position: Q2 2026 in Review

Helen Stephens Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 8,600 shares worth $893K. The position accounts for 0.15% of the portfolio, ranked #60.

Helen Stephens Group first reported a position in EFA in Q4 2021 and has held it in 10 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Helen Stephens Group held 8,600 shares of iShares MSCI EAFE ETF worth $893K as of Q2 2026.
Helen Stephens Group bought 125 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.9K.
iShares MSCI EAFE ETF made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #60 holding.
Helen Stephens Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.