CWS
EFA icon

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

Cypress Wealth Services’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
2026
Q2 		$1.12M Sell
10,799
-238
-2% -$24.5K 0.14% 119
2026
Q1 		$1.07M Buy
11,037
+920
+9% +$92K 0.15% 110
2025
Q4 		$972K Buy
10,117
+700
+7% +$66.4K 0.13% 123
2025
Q3 		$879K Hold
9,417
– – 0.14% 116
2025
Q2 		$842K Buy
+9,417
New +$804K 0.15% 115
2024
Q2 		– Sell
-3,367
Closed -$269K – 264
2024
Q1 		$269K Buy
+3,367
New +$258K 0.06% 211
2021
Q2 		– Sell
-5,603
Closed -$425K – 266
2021
Q1 		$425K Buy
5,603
+596
+12% +$44.9K 0.09% 172
2020
Q4 		$365K Buy
+5,007
New +$342K 0.08% 181
2020
Q3 		– Sell
-5,007
Closed -$320K – 316
2020
Q2 		$305K Sell
5,007
-4,811
-49% -$278K 0.07% 203
2020
Q1 		$525K Sell
9,818
-2,149
-18% -$136K 0.15% 122
2019
Q4 		$831K Buy
11,967
+52
+0.4% +$3.51K 0.21% 105
2019
Q3 		$777K Sell
11,915
-2,604
-18% -$168K 0.21% 108
2019
Q2 		$954K Buy
14,519
+5,149
+55% +$337K 0.28% 97
2019
Q1 		$608K Buy
9,370
+163
+2% +$10.3K 0.19% 107
2018
Q4 		$541K Sell
9,207
-678
-7% -$42.3K 0.21% 102
2018
Q3 		$672K Sell
9,885
-4,138
-30% -$279K 0.24% 97
2018
Q2 		$939K Sell
14,023
-4,168
-23% -$292K 0.36% 82
2018
Q1 		$1.27M Sell
18,191
-8,714
-32% -$621K 0.54% 54
2017
Q4 		$1.89M Buy
+26,905
New +$1.87M 0.79% 36

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Cypress Wealth Services's EFA Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q2 2026, selling an estimated $24.5K and leaving 10,799 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #119.

Cypress Wealth Services first reported a position in EFA in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2017. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cypress Wealth Services held 10,799 shares of iShares MSCI EAFE ETF worth $1.12M as of Q2 2026.
  • Cypress Wealth Services sold 238 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.5K.
  • iShares MSCI EAFE ETF made up 0.14% of Cypress Wealth Services's portfolio in Q2 2026, its #119 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 19 quarters since.
  • Cypress Wealth Services's iShares MSCI EAFE ETF position peaked at $1.89M in Q4 2017.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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