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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 2,453 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.
  • 2,453 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.