CFP
IEFA icon

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

Cypress Financial Planning’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 		$11.9M Buy
122,913
+10,131
+9% +$973K 2.87% 10
2026
Q1 		$10.2M Buy
112,782
+1,318
+1% +$123K 2.82% 11
2025
Q4 		$10M Buy
111,464
+4,779
+4% +$423K 2.77% 11
2025
Q3 		$9.31M Buy
106,685
+3,854
+4% +$327K 2.84% 11
2025
Q2 		$8.58M Sell
102,831
-999
-1% -$79.3K 2.8% 11
2025
Q1 		$7.85M Sell
103,830
-571
-0.5% -$42.7K 2.8% 11
2024
Q4 		$7.34M Sell
104,401
-193
-0.2% -$14.2K 2.69% 12
2024
Q3 		$8.16M Buy
104,594
+17,423
+20% +$1.3M 3.02% 11
2024
Q2 		$6.33M Buy
87,171
+19,760
+29% +$1.45M 2.62% 12
2024
Q1 		$5M Buy
67,411
+63,721
+1,727% +$4.54M 2.29% 12
2023
Q4 		$255K Sell
3,690
-44,774
-92% -$2.95M 0.23% 30
2023
Q3 		$3.12M Sell
48,464
-906
-2% -$60.7K 1.78% 13
2023
Q2 		$3.33M Buy
49,370
+7,209
+17% +$489K 1.89% 13
2023
Q1 		$2.84M Buy
42,161
+3,027
+8% +$198K 1.73% 13
2022
Q4 		$2.43M Buy
39,134
+2,899
+8% +$171K 1.63% 13
2022
Q3 		$1.91M Buy
36,235
+7,539
+26% +$443K 1.35% 14
2022
Q2 		$1.69M Buy
+28,696
New +$1.84M 1.16% 15

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Cypress Financial Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9% in Q2 2026, buying an estimated $973K and bringing the position to 122,913 shares worth $11.9M. The position accounts for 2.87% of the portfolio, ranked #10.

Cypress Financial Planning first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cypress Financial Planning held 122,913 shares of iShares Core MSCI EAFE ETF worth $11.9M as of Q2 2026.
  • Cypress Financial Planning bought 10,131 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $973K.
  • iShares Core MSCI EAFE ETF made up 2.87% of Cypress Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Cypress Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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