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Helium Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Helium Advisors’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
Q1 		$4.01M Sell
44,329
-3,540
-7% -$330K 3.82% 5
2025
Q4 		$4.28M Sell
47,869
-32,516
-40% -$2.88M 4.34% 7
2025
Q3 		$7.02M Sell
80,385
-32,051
-29% -$2.72M 5.86% 4
2025
Q2 		$9.39M Buy
112,436
+5,272
+5% +$418K 5.94% 5
2025
Q1 		$8.11M Buy
107,164
+6,590
+7% +$493K 5.9% 4
2024
Q4 		$7.07M Buy
+100,574
New +$7.42M 5.6% 5

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Helium Advisors's IEFA Position: Q1 2026 in Review

Helium Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.4% in Q1 2026, selling an estimated $330K and leaving 44,329 shares worth $4.01M. The position accounts for 3.82% of the portfolio, ranked #5.

Helium Advisors first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.39M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Helium Advisors held 44,329 shares of iShares Core MSCI EAFE ETF worth $4.01M as of Q1 2026.
  • Helium Advisors sold 3,540 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $330K.
  • iShares Core MSCI EAFE ETF made up 3.82% of Helium Advisors's portfolio in Q1 2026, its #5 holding.
  • Helium Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's iShares Core MSCI EAFE ETF position peaked at $9.39M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.