Cypress Wealth Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33M | Sell |
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|
2025
Q2 | $9.94M | Buy |
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|
2025
Q1 | $8.74M | Sell |
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|
2024
Q4 | $13.1M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $9.12M | Buy |
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|
2023
Q4 | $8.39M | Sell |
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|
2023
Q3 | $9.5M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $6.48M | Sell |
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|
2022
Q3 | $5.92M | Buy |
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|
2022
Q2 | $5.64M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $8.73M | Buy |
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|
2021
Q3 | $7.99M | Buy |
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|
2021
Q2 | $6.58M | Sell |
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|
2021
Q1 | $9.17M | Buy |
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|
2020
Q4 | $8.29M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.42M | Buy |
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