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

Cypress Wealth Services’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 		$10.6M Buy
85,176
+27,094
+47% +$3.27M 1.3% 11
2026
Q1 		$6.47M Buy
58,082
+28,251
+95% +$3.32M 0.91% 26
2025
Q4 		$3.4M Sell
29,831
-8,162
-21% -$936K 0.47% 47
2025
Q3 		$4.33M Sell
37,993
-50,791
-57% -$5.66M 0.71% 34
2025
Q2 		$9.94M Buy
88,784
+1,383
+2% +$146K 1.78% 11
2025
Q1 		$8.74M Sell
87,401
-48,131
-36% -$4.91M 1.77% 11
2024
Q4 		$13.1M Buy
135,532
+14,297
+12% +$1.45M 2.64% 7
2024
Q3 		$13.1M Sell
121,235
-4,561
-4% -$473K 2.7% 7
2024
Q2 		$12.9M Buy
125,796
+37,966
+43% +$3.88M 2.87% 7
2024
Q1 		$9.12M Buy
87,830
+1,180
+1% +$117K 2.12% 8
2023
Q4 		$8.39M Sell
86,650
-23,459
-21% -$2.1M 2.09% 7
2023
Q3 		$9.5M Sell
110,109
-17,971
-14% -$1.66M 2.63% 8
2023
Q2 		$12.4M Buy
128,080
+18,852
+17% +$1.79M 3.26% 5
2023
Q1 		$10.2M Buy
109,228
+31,898
+41% +$2.87M 3% 5
2022
Q4 		$6.48M Sell
77,330
-2,912
-4% -$235K 2.08% 6
2022
Q3 		$5.92M Buy
80,242
+10,216
+15% +$833K 2.01% 7
2022
Q2 		$5.64M Sell
70,026
-7,062
-9% -$613K 1.8% 11
2022
Q1 		$7.42M Sell
77,088
-2,107
-3% -$207K 2.02% 8
2021
Q4 		$8.73M Buy
79,195
+4,184
+6% +$458K 2.39% 5
2021
Q3 		$7.99M Buy
75,011
+13,685
+22% +$1.51M 2.39% 5
2021
Q2 		$6.58M Sell
61,326
-29,944
-33% -$3.18M 1.8% 9
2021
Q1 		$9.17M Buy
91,270
+9,085
+11% +$924K 1.92% 7
2020
Q4 		$8.29M Buy
+82,185
New +$7.78M 1.85% 8
2020
Q3 		– Sell
-77,279
Closed -$6.85M – 317
2020
Q2 		$6.42M Buy
+77,279
New +$6.04M 1.53% 10

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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

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

Cypress Wealth Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 47% in Q2 2026, buying an estimated $3.27M and bringing the position to 85,176 shares worth $10.6M. The position accounts for 1.3% of the portfolio, ranked #11.

Cypress Wealth Services first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.1M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cypress Wealth Services held 85,176 shares of iShares MSCI EAFE Growth ETF worth $10.6M as of Q2 2026.
  • Cypress Wealth Services bought 27,094 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.27M.
  • iShares MSCI EAFE Growth ETF made up 1.3% of Cypress Wealth Services's portfolio in Q2 2026, its #11 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Cypress Wealth Services's iShares MSCI EAFE Growth ETF position peaked at $13.1M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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