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

Helen Stephens Group’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Buy
15,443
+170
+1% +$16.3K 0.25% 41
2026
Q1 		$1.38M Buy
15,273
+5,516
+57% +$515K 0.28% 40
2025
Q4 		$873K Buy
9,757
+38
+0.4% +$3.36K 0.18% 52
2025
Q3 		$849K Buy
9,719
+186
+2% +$15.8K 0.19% 52
2025
Q2 		$796K Buy
9,533
+170
+2% +$13.5K 0.2% 45
2025
Q1 		$708K Sell
9,363
-74
-0.8% -$5.53K 0.2% 48
2024
Q4 		$663K Sell
9,437
-923
-9% -$68.1K 0.2% 48
2024
Q3 		$809K Buy
10,360
+180
+2% +$13.5K 0.25% 50
2024
Q2 		$739K Buy
10,180
+601
+6% +$44.2K 0.26% 47
2024
Q1 		$711K Sell
9,579
-227
-2% -$16.2K 0.27% 41
2023
Q4 		$690K Buy
9,806
+197
+2% +$13K 0.31% 39
2023
Q3 		$618K Hold
9,609
– – 0.32% 40
2023
Q2 		$649K Sell
9,609
-11,375
-54% -$771K 0.33% 41
2023
Q1 		$1.4M Hold
20,984
– – 0.73% 27
2022
Q4 		$1.29M Buy
+20,984
New +$1.24M 0.77% 26
2022
Q3 		– Sell
-3,412
Closed -$201K – 61
2022
Q2 		$201K Buy
+3,412
New +$219K 0.14% 56

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Helen Stephens Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 15,443 shares worth $1.49M. The position accounts for 0.25% of the portfolio, ranked #41.

Helen Stephens Group first reported a position in IEFA in Q2 2022 and has held it in 16 quarters since. 1,285 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Helen Stephens Group held 15,443 shares of iShares Core MSCI EAFE ETF worth $1.49M as of Q2 2026.
  • Helen Stephens Group bought 170 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Core MSCI EAFE ETF made up 0.25% of Helen Stephens Group's portfolio in Q2 2026, its #41 holding.
  • Helen Stephens Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,285 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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