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Cypress Capital Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cypress Capital Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$741K Hold
5,958
– – 0.07% 167
2026
Q1 		$664K Sell
5,958
-4
-0.1% -$470 0.07% 149
2025
Q4 		$679K Hold
5,962
– – 0.08% 144
2025
Q3 		$679K Hold
5,962
– – 0.08% 143
2025
Q2 		$668K Hold
5,962
– – 0.08% 141
2025
Q1 		$596K Sell
5,962
-39
-0.6% -$3.98K 0.08% 142
2024
Q4 		$581K Sell
6,001
-2,714
-31% -$276K 0.07% 166
2024
Q3 		$938K Hold
8,715
– – 0.11% 153
2024
Q2 		$892K Hold
8,715
– – 0.11% 146
2024
Q1 		$905K Sell
8,715
-1,039
-11% -$103K 0.11% 159
2023
Q4 		$945K Sell
9,754
-45
-0.5% -$4.03K 0.12% 147
2023
Q3 		$846K Hold
9,799
– – 0.12% 151
2023
Q2 		$935K Sell
9,799
-65
-0.7% -$6.18K 0.14% 149
2023
Q1 		$924K Sell
9,864
-52
-0.5% -$4.68K 0.14% 145
2022
Q4 		$831K Buy
9,916
+3,127
+46% +$253K 0.13% 154
2022
Q3 		$493K Sell
6,789
-65
-0.9% -$5.3K 0.08% 181
2022
Q2 		$552K Buy
6,854
+190
+3% +$16.5K 0.08% 185
2022
Q1 		$642K Buy
6,664
+171
+3% +$16.8K 0.08% 196
2021
Q4 		$716K Buy
+6,493
New +$711K 0.09% 177

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cypress Capital Group's EFG Position: Q2 2026 in Review

Cypress Capital Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,958 shares worth $741K. The position accounts for 0.07% of the portfolio, ranked #167.

Cypress Capital Group first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $945K in Q4 2023. 880 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cypress Capital Group held 5,958 shares of iShares MSCI EAFE Growth ETF worth $741K as of Q2 2026.
  • Cypress Capital Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Cypress Capital Group's portfolio in Q2 2026, its #167 holding.
  • Cypress Capital Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Cypress Capital Group's iShares MSCI EAFE Growth ETF position peaked at $945K in Q4 2023.
  • 880 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.