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

Cypress Capital 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 		$2.59M Buy
26,820
+3,149
+13% +$302K 0.24% 88
2026
Q1 		$2.14M Buy
23,671
+2,819
+14% +$263K 0.24% 86
2025
Q4 		$1.87M Buy
20,852
+5,349
+35% +$473K 0.21% 88
2025
Q3 		$1.35M Buy
15,503
+2,958
+24% +$251K 0.16% 109
2025
Q2 		$1.05M Buy
12,545
+612
+5% +$48.6K 0.13% 117
2025
Q1 		$903K Buy
11,933
+5,913
+98% +$442K 0.12% 119
2024
Q4 		$423K Sell
6,020
-3,804
-39% -$281K 0.05% 198
2024
Q3 		$767K Sell
9,824
-793
-7% -$59.4K 0.09% 181
2024
Q2 		$771K Buy
10,617
+1,436
+16% +$106K 0.09% 165
2024
Q1 		$681K Sell
9,181
-878
-9% -$62.5K 0.08% 191
2023
Q4 		$708K Sell
10,059
-564
-5% -$37.2K 0.09% 182
2023
Q3 		$684K Buy
10,623
+137
+1% +$9.17K 0.1% 182
2023
Q2 		$708K Buy
10,486
+129
+1% +$8.75K 0.1% 190
2023
Q1 		$692K Buy
10,357
+159
+2% +$10.4K 0.11% 184
2022
Q4 		$629K Sell
10,198
-148
-1% -$8.71K 0.09% 187
2022
Q3 		$545K Buy
10,346
+600
+6% +$35.3K 0.09% 173
2022
Q2 		$574K Buy
9,746
+774
+9% +$49.7K 0.09% 182
2022
Q1 		$624K Buy
8,972
+176
+2% +$12.4K 0.08% 201
2021
Q4 		$657K Buy
8,796
+1,331
+18% +$100K 0.08% 188
2021
Q3 		$554K Buy
+7,465
New +$568K 0.08% 204
2020
Q4 		– Sell
-3,792
Closed -$229K – 272
2020
Q3 		$229K Sell
3,792
-3,000
-44% -$181K 0.04% 236
2020
Q2 		$388K Buy
+6,792
New +$368K 0.07% 191

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cypress Capital Group's IEFA Position: Q2 2026 in Review

Cypress Capital Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $302K and bringing the position to 26,820 shares worth $2.59M. The position accounts for 0.24% of the portfolio, ranked #88.

Cypress Capital Group first reported a position in IEFA in Q2 2020 and has held it in 22 quarters since. 2,025 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cypress Capital Group held 26,820 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q2 2026.
  • Cypress Capital Group bought 3,149 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $302K.
  • iShares Core MSCI EAFE ETF made up 0.24% of Cypress Capital Group's portfolio in Q2 2026, its #88 holding.
  • Cypress Capital Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 22 quarters since.
  • 2,025 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.