Cypress Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cypress Wealth Advisors’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
2017 Q3	–	Sell	-5,290	Closed	-$345K	–	64
2017 Q2	$345K	Sell	5,290 -2,260	-30%	-$146K	0.4%	55
2017 Q1	$470K	Hold	7,550	–	–	0.21%	100
2016 Q4	$436K	Sell	7,550 -10,181	-57%	-$587K	0.2%	105
2016 Q3	$1.05M	Sell	17,731 -3,225	-15%	-$187K	0.47%	52
2016 Q2	$1.17M	Sell	20,956 -49,184	-70%	-$2.83M	0.58%	43
2016 Q1	$4.01M	Buy	70,140 +4,101	+6%	+$226K	1.83%	10
2015 Q4	$3.88M	Sell	66,039 -2,297	-3%	-$138K	1.96%	9
2015 Q3	$3.92M	Buy	68,336 +75	+0.1%	+$4.63K	2.12%	8
2015 Q2	$4.33M	Buy	+68,261	New	+$4.55M	2.54%	6

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Advisors's EFA Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2017, closing a stake of 5,290 shares — an estimated $345K sold.

Cypress Wealth Advisors first reported a position in EFA in Q2 2015 and held it in 9 quarters. The position peaked at $4.33M in Q2 2015. 1,169 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

Cypress Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,290 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $345K.
Cypress Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's iShares MSCI EAFE ETF position peaked at $4.33M in Q2 2015.
1,169 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.