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

Cypress Wealth Advisors’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
2018 Q4	–	Sell	-3,783	Closed	-$242K	–	80
2018 Q3	$242K	Hold	3,783	–	–	0.25%	70
2018 Q2	$240K	Buy	+3,783	New	+$250K	0.26%	71
2018 Q1	–	Sell	-3,031	Closed	-$200K	–	80
2017 Q4	$200K	Buy	+3,031	New	+$198K	0.19%	81
2017 Q3	–	Sell	-3,430	Closed	-$209K	–	67
2017 Q2	$209K	Sell	3,430 -5,759	-63%	-$348K	0.24%	78
2017 Q1	$533K	Sell	9,189 -246	-3%	-$13.8K	0.24%	91
2016 Q4	$506K	Sell	9,435 -26,661	-74%	-$1.43M	0.23%	89
2016 Q3	$1.99M	Buy	36,096 +1,883	+6%	+$102K	0.9%	26
2016 Q2	$1.77M	Buy	34,213 +563	+2%	+$30.1K	0.88%	26
2016 Q1	$1.79M	Buy	33,650 +231	+0.7%	+$11.8K	0.82%	26
2015 Q4	$1.82M	Buy	33,419 +694	+2%	+$38.5K	0.92%	26
2015 Q3	$1.73M	Buy	32,725 +5,233	+19%	+$297K	0.93%	22
2015 Q2	$1.6M	Buy	+27,492	New	+$1.67M	0.94%	31

Other funds holding IEFA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Cypress Wealth Advisors's IEFA Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 3,783 shares — an estimated $242K sold.

Cypress Wealth Advisors first reported a position in IEFA in Q2 2015 and held it in 12 quarters. The position peaked at $1.99M in Q3 2016. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Cypress Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 3,783 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $242K.
Cypress Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and held it in 12 quarters.
Cypress Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.99M in Q3 2016.
892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.