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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$879K Hold
2025
Q2
$842K Buy
2024
Q2
Sell
2024
Q1
$269K Buy
2021
Q2
Sell
2021
Q1
$425K Buy
2020
Q4
$365K Buy
2020
Q3
Sell
2020
Q2
$305K Sell
2020
Q1
$525K Sell
2019
Q4
$831K Buy
2019
Q3
$777K Sell
2019
Q2
$954K Buy
2019
Q1
$608K Buy
2018
Q4
$541K Sell
2018
Q3
$672K Sell
2018
Q2
$939K Sell
2018
Q1
$1.27M Sell
2017
Q4
$1.89M Buy