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
2020
Q4 		– Sell
-5,007
Closed -$319K – 338
2020
Q3 		$319K Buy
+5,007
New +$320K 0.08% 181

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.