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 Q3	$892K	Sell	8,589 -11	-0.1%	-$1.16K	0.14%	68
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Helen Stephens Group's EFA Position: Q3 2026 in Review

Helen Stephens Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.13% in Q3 2026, selling an estimated $1.16K and leaving 8,589 shares worth $892K. The position accounts for 0.14% of the portfolio, ranked #68.

Helen Stephens Group first reported a position in EFA in Q4 2021 and has held it in 11 quarters since. The position peaked at $893K in Q2 2026. 1,851 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Helen Stephens Group held 8,589 shares of iShares MSCI EAFE ETF worth $892K as of Q3 2026.
Helen Stephens Group sold 11 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.16K.
iShares MSCI EAFE ETF made up 0.14% of Helen Stephens Group's portfolio in Q3 2026, its #68 holding.
Helen Stephens Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 11 quarters since.
Helen Stephens Group's iShares MSCI EAFE ETF position peaked at $893K in Q2 2026.
1,851 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.