Black Cypress Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Black Cypress Capital Management’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	$1.58M	Sell	16,408 -353	-2%	-$33.9K	1.06%	15
2026 Q1	$1.52M	Buy	16,761 +1,447	+9%	+$135K	1.09%	15
2025 Q4	$1.37M	Sell	15,314 -439	-3%	-$38.8K	0.96%	15
2025 Q3	$1.38M	Buy	15,753 +553	+4%	+$47K	1.03%	15
2025 Q2	$1.27M	Sell	15,200 -3,597	-19%	-$285K	1.04%	15
2025 Q1	$1.42M	Sell	18,797 -722	-4%	-$54K	1.3%	16
2024 Q4	$1.37M	Sell	19,519 -895	-4%	-$66K	1.19%	16
2024 Q3	$1.59M	Sell	20,414 -1,650	-7%	-$124K	1.43%	16
2024 Q2	$1.6M	Sell	22,064 -1,211	-5%	-$89.1K	1.53%	16
2024 Q1	$1.73M	Buy	+23,275	New	+$1.66M	1.62%	15

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

Black Cypress Capital Management's IEFA Position: Q2 2026 in Review

Black Cypress Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, selling an estimated $33.9K and leaving 16,408 shares worth $1.58M. The position accounts for 1.06% of the portfolio, ranked #15.

Black Cypress Capital Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Black Cypress Capital Management held 16,408 shares of iShares Core MSCI EAFE ETF worth $1.58M as of Q2 2026.
Black Cypress Capital Management sold 353 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.9K.
iShares Core MSCI EAFE ETF made up 1.06% of Black Cypress Capital Management's portfolio in Q2 2026, its #15 holding.
Black Cypress Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Black Cypress Capital Management's iShares Core MSCI EAFE ETF position peaked at $1.73M in Q1 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Black Cypress Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.