Cypress Point Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cypress Point Wealth Management’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	–	Sell	-3,942	Closed	-$357K	–	153
2026 Q1	$357K	Sell	3,942 -1,000	-20%	-$93.3K	0.08%	78
2025 Q4	$442K	Sell	4,942 -122	-2%	-$10.8K	0.1%	62
2025 Q3	$442K	Sell	5,064 -1,161	-19%	-$98.6K	0.09%	58
2025 Q2	$520K	Sell	6,225 -1,689	-21%	-$134K	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%	-$214K	0.3%	51
2023 Q4	$768K	Buy	10,919 +6,360	+140%	+$419K	0.57%	37
2023 Q3	$293K	Buy	+4,559	New	+$305K	0.26%	45
2021 Q4	–	Sell	-403	Closed	-$30K	–	82
2021 Q3	$30K	Buy	403 +111	+38%	+$8.44K	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	+$18.9K	0.03%	131

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cypress Point Wealth Management's IEFA Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 3,942 shares — an estimated $357K sold.

Cypress Point Wealth Management first reported a position in IEFA in Q4 2020 and held it in 15 quarters. The position peaked at $768K in Q4 2023. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cypress Point Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 3,942 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $357K.
Cypress Point Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 15 quarters.
Cypress Point Wealth Management's iShares Core MSCI EAFE ETF position peaked at $768K in Q4 2023.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.