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 Q2	$4.54M	Buy	46,971 +2,642	+6%	+$254K	3.77%	5
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Helium Advisors's IEFA Position: Q2 2026 in Review

Helium Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q2 2026, buying an estimated $254K and bringing the position to 46,971 shares worth $4.54M. The position accounts for 3.77% of the portfolio, ranked #5.

Helium Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.39M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Helium Advisors held 46,971 shares of iShares Core MSCI EAFE ETF worth $4.54M as of Q2 2026.
Helium Advisors bought 2,642 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $254K.
iShares Core MSCI EAFE ETF made up 3.77% of Helium Advisors's portfolio in Q2 2026, its #5 holding.
Helium Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's iShares Core MSCI EAFE ETF position peaked at $9.39M in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.