Helen Stephens Group
EFG icon

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

Helen Stephens Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$429K Hold
10,746
– – 0.07% 97
2026
Q2 		$446K Hold
10,746
– – 0.08% 96
2026
Q1 		$399K Hold
10,746
– – 0.08% 85
2025
Q4 		$408K Hold
10,746
– – 0.09% 79
2025
Q3 		$408K Buy
+10,746
New +$399K 0.09% 73

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

Helen Stephens Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 10,746 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #97.

Helen Stephens Group first reported a position in EFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $446K in Q2 2026. 854 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Helen Stephens Group held 10,746 shares of iShares MSCI EAFE Growth ETF worth $429K as of Q3 2026.
  • Helen Stephens Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Helen Stephens Group's portfolio in Q3 2026, its #97 holding.
  • Helen Stephens Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Helen Stephens Group's iShares MSCI EAFE Growth ETF position peaked at $446K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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