CPWM
Cypress Point Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
6,225
-1,689
| -21% | -$141K | 0.13% | 53 |
|
|
2025
Q1 | $599K | Hold |
7,914
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $556K | Hold |
7,914
| – | – | 0.17% | 50 |
|
|
2024
Q3 | $618K | Hold |
7,914
| – | – | 0.24% | 51 |
|
|
2024
Q2 | $575K | Hold |
7,914
| – | – | 0.27% | 50 |
|
|
2024
Q1 | $587K | Sell |
7,914
-3,005
| -28% | -$223K | 0.3% | 51 |
|
|
2023
Q4 | $768K | Buy |
10,919
+6,360
| +140% | +$447K | 0.57% | 37 |
|
|
2023
Q3 | $293K | Buy |
+4,559
| New | +$293K | 0.26% | 45 |
|
|
2021
Q4 | – | Sell |
-403
| Closed | -$30K | – | 82 |
|
|
2021
Q3 | $30K | Buy |
403
+111
| +38% | +$8.26K | 0.02% | 75 |
|
|
2021
Q2 | $22K | Hold |
292
| – | – | 0.02% | 98 |
|
|
2021
Q1 | $21K | Hold |
292
| – | – | 0.02% | 61 |
|
|
2020
Q4 | $20K | Buy |
+292
| New | +$20K | 0.03% | 131 |
|