CWS
Cypress Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
+9,417
| New | +$842K | 0.15% | 115 |
|
|
2024
Q2 | – | Sell |
-3,367
| Closed | -$269K | – | 264 |
|
|
2024
Q1 | $269K | Buy |
+3,367
| New | +$269K | 0.06% | 211 |
|
|
2021
Q2 | – | Sell |
-5,603
| Closed | -$425K | – | 265 |
|
|
2021
Q1 | $425K | Buy |
5,603
+596
| +12% | +$45.2K | 0.09% | 172 |
|
|
2020
Q4 | $365K | Buy |
+5,007
| New | +$365K | 0.08% | 181 |
|
|
2020
Q3 | – | Sell |
-5,007
| Closed | -$305K | – | 56 |
|
|
2020
Q2 | $305K | Sell |
5,007
-4,811
| -49% | -$293K | 0.07% | 203 |
|
|
2020
Q1 | $525K | Sell |
9,818
-2,149
| -18% | -$115K | 0.15% | 122 |
|
|
2019
Q4 | $831K | Buy |
11,967
+52
| +0.4% | +$3.61K | 0.21% | 105 |
|
|
2019
Q3 | $777K | Sell |
11,915
-2,604
| -18% | -$170K | 0.21% | 108 |
|
|
2019
Q2 | $954K | Buy |
14,519
+5,149
| +55% | +$338K | 0.28% | 97 |
|
|
2019
Q1 | $608K | Buy |
9,370
+163
| +2% | +$10.6K | 0.19% | 107 |
|
|
2018
Q4 | $541K | Sell |
9,207
-678
| -7% | -$39.8K | 0.21% | 102 |
|
|
2018
Q3 | $672K | Sell |
9,885
-4,138
| -30% | -$281K | 0.24% | 97 |
|
|
2018
Q2 | $939K | Sell |
14,023
-4,168
| -23% | -$279K | 0.36% | 82 |
|
|
2018
Q1 | $1.27M | Sell |
18,191
-8,714
| -32% | -$607K | 0.54% | 54 |
|
|
2017
Q4 | $1.89M | Buy |
+26,905
| New | +$1.89M | 0.79% | 36 |
|