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Cypress Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Cypress Financial Planning’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$884K Sell
8,507
-387
-4% -$39.8K 0.21% 41
2026
Q1 		$864K Sell
8,894
-234
-3% -$23.4K 0.24% 39
2025
Q4 		$880K Sell
9,128
-82
-0.9% -$7.78K 0.24% 39
2025
Q3 		$860K Sell
9,210
-232
-2% -$21.1K 0.26% 33
2025
Q2 		$844K Sell
9,442
-251
-3% -$21.4K 0.28% 31
2025
Q1 		$792K Buy
9,693
+166
+2% +$13.4K 0.28% 32
2024
Q4 		$720K Buy
9,527
+395
+4% +$31.3K 0.26% 34
2024
Q3 		$764K Buy
9,132
+67
+0.7% +$5.39K 0.28% 30
2024
Q2 		$710K Buy
9,065
+725
+9% +$57.4K 0.29% 33
2024
Q1 		$666K Buy
8,340
+293
+4% +$22.4K 0.3% 29
2023
Q4 		$596K Buy
8,047
+84
+1% +$5.94K 0.54% 17
2023
Q3 		$549K Buy
7,963
+61
+0.8% +$4.37K 0.31% 29
2023
Q2 		$572K Sell
7,902
-277
-3% -$20.1K 0.32% 29
2023
Q1 		$590K Sell
8,179
-219
-3% -$15.3K 0.36% 27
2022
Q4 		$556K Buy
8,398
+423
+5% +$26.5K 0.37% 27
2022
Q3 		$447K Sell
7,975
-25
-0.3% -$1.56K 0.32% 30
2022
Q2 		$500K Buy
+8,000
New +$544K 0.34% 28

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Cypress Financial Planning's EFA Position: Q2 2026 in Review

Cypress Financial Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q2 2026, selling an estimated $39.8K and leaving 8,507 shares worth $884K. The position accounts for 0.21% of the portfolio, ranked #41.

Cypress Financial Planning first reported a position in EFA in Q2 2022 and has held it in 17 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cypress Financial Planning held 8,507 shares of iShares MSCI EAFE ETF worth $884K as of Q2 2026.
  • Cypress Financial Planning sold 387 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $39.8K.
  • iShares MSCI EAFE ETF made up 0.21% of Cypress Financial Planning's portfolio in Q2 2026, its #41 holding.
  • Cypress Financial Planning first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.