Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CWA
Cypress Wealth Advisors’s
iShares MSCI EAFE ETF
EFA
Stock Holding History
Cypress Wealth Advisors’s Portfolio
EFA Stock Details
EFA Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Sell
2017
Q2
$345K
Sell
2017
Q1
$470K
Hold
2016
Q4
$436K
Sell
2016
Q3
$1.05M
Sell
2016
Q2
$1.17M
Sell
2016
Q1
$4.01M
Buy
2015
Q4
$3.88M
Sell
2015
Q3
$3.92M
Buy
2015
Q2
$4.33M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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