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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
Q2 		$446K Hold
3,582
– – 0.08% 96
2026
Q1 		$399K Hold
3,582
– – 0.08% 85
2025
Q4 		$408K Hold
3,582
– – 0.09% 79
2025
Q3 		$408K Buy
+3,582
New +$399K 0.09% 73

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Helen Stephens Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,582 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #96.

Helen Stephens Group first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Helen Stephens Group held 3,582 shares of iShares MSCI EAFE Growth ETF worth $446K as of Q2 2026.
  • Helen Stephens Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #96 holding.
  • Helen Stephens Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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