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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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. 2,264 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.
  • 2,264 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.