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

Cypress Wealth Services’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
2020
Q4 		– Sell
-40,086
Closed -$2.42M – 383
2020
Q3 		$2.42M Buy
+40,086
New +$2.42M 0.62% 40

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Cypress Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $17.9K and bringing the position to 8,605 shares worth $831K. The position accounts for 0.1% of the portfolio, ranked #152.

Cypress Wealth Services first reported a position in IEFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.63M in Q4 2019. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cypress Wealth Services held 8,605 shares of iShares Core MSCI EAFE ETF worth $831K as of Q2 2026.
  • Cypress Wealth Services bought 186 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #152 holding.
  • Cypress Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's iShares Core MSCI EAFE ETF position peaked at $6.63M in Q4 2019.
  • 1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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