Cypress Capital Management (Delaware)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-13,392	Closed	-$705K	–	74
2022 Q3	$705K	Sell	13,392 -25,218	-65%	-$1.48M	0.13%	114
2022 Q2	$2.27M	Sell	38,610 -1,209	-3%	-$77.6K	0.34%	65
2022 Q1	$2.77M	Buy	39,819 +787	+2%	+$55.7K	0.35%	69
2021 Q4	$2.91M	Buy	39,032 +848	+2%	+$63.7K	0.33%	71
2021 Q3	$2.86M	Hold	38,184	–	–	0.38%	63
2021 Q2	$2.86M	Sell	38,184 -216	-0.6%	-$16.3K	0.38%	63
2021 Q1	$2.77M	Buy	38,400 +2,455	+7%	+$175K	0.38%	64
2020 Q4	$2.48M	Buy	35,945 +26,210	+269%	+$1.69M	0.34%	64
2020 Q3	$587K	Buy	9,735 +500	+5%	+$30.2K	0.09%	114
2020 Q2	$528K	Sell	9,235 -3,600	-28%	-$195K	0.09%	117
2020 Q1	$640K	Buy	12,835 +1,150	+10%	+$68.4K	0.13%	97
2019 Q4	$762K	Buy	11,685 +2,196	+23%	+$139K	0.12%	104
2019 Q3	$579K	Buy	9,489 +4,305	+83%	+$260K	0.09%	112
2019 Q2	$318K	Buy	+5,184	New	+$318K	0.06%	139
2018 Q3	–	Sell	-4,000	Closed	-$253K	–	151
2018 Q2	$253K	Hold	4,000	–	–	0.05%	138
2018 Q1	$264K	Hold	4,000	–	–	0.05%	127
2017 Q4	$264K	Hold	4,000	–	–	0.05%	130
2017 Q3	$257K	Hold	4,000	–	–	0.05%	119
2017 Q2	$244K	Buy	+4,000	New	+$241K	0.06%	111

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Cypress Capital Management (Delaware)'s IEFA Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 13,392 shares — an estimated $705K sold.

Cypress Capital Management (Delaware) first reported a position in IEFA in Q2 2017 and held it in 19 quarters. The position peaked at $2.91M in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 13,392 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $705K.
Cypress Capital Management (Delaware) first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 19 quarters.
Cypress Capital Management (Delaware)'s iShares Core MSCI EAFE ETF position peaked at $2.91M in Q4 2021.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.