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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
2020
Q4 		– Sell
-80,992
Closed -$7.28M – 339
2020
Q3 		$7.28M Buy
+80,992
New +$7.18M 1.87% 10

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 445 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.
  • 445 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.