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

Cypress Wealth Services’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.67M Sell
87,184
-111,855
-56% -$8.66M 0.82% 31
2026
Q1 		$14.8M Sell
199,039
-44,771
-18% -$3.36M 2.09% 8
2025
Q4 		$17.4M Sell
243,810
-9,674
-4% -$672K 2.41% 8
2025
Q3 		$17.2M Sell
253,484
-40,946
-14% -$2.7M 2.82% 7
2025
Q2 		$18.7M Buy
294,430
+93,176
+46% +$5.7M 3.35% 6
2025
Q1 		$11.9M Sell
201,254
-15,490
-7% -$876K 2.41% 8
2024
Q4 		$11.4M Buy
216,744
+40,723
+23% +$2.23M 2.28% 9
2024
Q3 		$10.1M Buy
176,021
+55,362
+46% +$3.06M 2.09% 9
2024
Q2 		$6.4M Sell
120,659
-40,393
-25% -$2.2M 1.42% 15
2024
Q1 		$8.76M Sell
161,052
-39,086
-20% -$2.04M 2.04% 10
2023
Q4 		$10.4M Sell
200,138
-2,158
-1% -$107K 2.6% 5
2023
Q3 		$9.9M Buy
202,296
+66,833
+49% +$3.31M 2.74% 6
2023
Q2 		$6.76M Sell
135,463
-379
-0.3% -$18.7K 1.78% 10
2023
Q1 		$6.59M Sell
135,842
-5,597
-4% -$271K 1.93% 10
2022
Q4 		$6.49M Buy
141,439
+9,543
+7% +$414K 2.09% 5
2022
Q3 		$5.18M Sell
131,896
-40,060
-23% -$1.71M 1.76% 11
2022
Q2 		$7.46M Buy
171,956
+6,895
+4% +$328K 2.38% 5
2022
Q1 		$8.3M Buy
165,061
+58,070
+54% +$2.95M 2.26% 6
2021
Q4 		$5.39M Buy
106,991
+18,032
+20% +$921K 1.48% 19
2021
Q3 		$4.52M Buy
88,959
+40,969
+85% +$2.12M 1.35% 21
2021
Q2 		$2.48M Sell
47,990
-15,982
-25% -$845K 0.68% 38
2021
Q1 		$3.26M Buy
+63,972
New +$3.18M 0.68% 36
2018
Q2 		– Sell
-5,161
Closed -$282K – 228
2018
Q1 		$282K Buy
5,161
+1,074
+26% +$60.3K 0.12% 142
2017
Q4 		$226K Buy
+4,087
New +$224K 0.09% 179

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cypress Wealth Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 56% in Q2 2026, selling an estimated $8.66M and leaving 87,184 shares worth $6.67M. The position accounts for 0.82% of the portfolio, ranked #31.

Cypress Wealth Services first reported a position in EFV in Q4 2017 and has held it in 24 quarters since. The position peaked at $18.7M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cypress Wealth Services held 87,184 shares of iShares MSCI EAFE Value ETF worth $6.67M as of Q2 2026.
  • Cypress Wealth Services sold 111,855 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.66M.
  • iShares MSCI EAFE Value ETF made up 0.82% of Cypress Wealth Services's portfolio in Q2 2026, its #31 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 24 quarters since.
  • Cypress Wealth Services's iShares MSCI EAFE Value ETF position peaked at $18.7M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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