Helen Stephens Group
IEFA icon

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
Q3 		$1.52M Buy
15,656
+213
+1% +$21K 0.24% 43
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Helen Stephens Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q3 2026, buying an estimated $21K and bringing the position to 15,656 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #43.

Helen Stephens Group first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Helen Stephens Group held 15,656 shares of iShares Core MSCI EAFE ETF worth $1.52M as of Q3 2026.
  • Helen Stephens Group bought 213 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $21K.
  • iShares Core MSCI EAFE ETF made up 0.24% of Helen Stephens Group's portfolio in Q3 2026, its #43 holding.
  • Helen Stephens Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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