Cypress Wealth Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cypress Wealth Services’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Sell	7,122 -992	-12%	-$51.8K	0.05%	284
2026 Q1	$369K	Sell	8,114 -863	-10%	-$40.8K	0.05%	266
2025 Q4	$397K	Buy	8,977 +1,254	+16%	+$55.3K	0.05%	242
2025 Q3	$335K	Buy	7,723 +423	+6%	+$17.3K	0.05%	229
2025 Q2	$286K	Buy	+7,300	New	+$264K	0.05%	244
2025 Q1	–	Sell	-6,844	Closed	-$229K	–	287
2024 Q4	$229K	Sell	6,844 -546	-7%	-$19.3K	0.05%	244
2024 Q3	$269K	Sell	7,390 -1,783	-19%	-$60.9K	0.06%	220
2024 Q2	$308K	Sell	9,173 -46	-0.5%	-$1.51K	0.07%	190
2024 Q1	$297K	Sell	9,219 -8,438	-48%	-$266K	0.07%	200
2023 Q4	$566K	Sell	17,657 -12,071	-41%	-$372K	0.14%	125
2023 Q3	$900K	Sell	29,728 -2,818	-9%	-$89.2K	0.25%	75
2023 Q2	$1.07M	Sell	32,546 -8,973	-22%	-$281K	0.28%	70
2023 Q1	$1.31M	Sell	41,519 -14,729	-26%	-$467K	0.38%	58
2022 Q4	$1.69M	Sell	56,248 -8,698	-13%	-$255K	0.54%	40
2022 Q3	$1.83M	Sell	64,946 -16,692	-20%	-$521K	0.62%	40
2022 Q2	$2.64M	Sell	81,638 -45,794	-36%	-$1.55M	0.84%	27
2022 Q1	$4.68M	Buy	127,432 +2,658	+2%	+$102K	1.28%	19
2021 Q4	$4.96M	Sell	124,774 -13,895	-10%	-$573K	1.36%	21
2021 Q3	$5.75M	Buy	138,669 +6,028	+5%	+$258K	1.72%	13
2021 Q2	$5.99M	Sell	132,641 -60,605	-31%	-$2.68M	1.64%	14
2021 Q1	$8.37M	Buy	193,246 +4,566	+2%	+$203K	1.75%	8
2020 Q4	$7.92M	Buy	+188,680	New	+$7.36M	1.77%	10
2020 Q3	–	Sell	-157,577	Closed	-$5.58M	–	320
2020 Q2	$5.05M	Buy	157,577 +87,155	+124%	+$2.62M	1.2%	18
2020 Q1	$1.93M	Buy	+70,422	New	+$2.33M	0.57%	53

Other funds holding ESGE

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IPW

Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Cypress Wealth Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q2 2026, selling an estimated $51.8K and leaving 7,122 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #284.

Cypress Wealth Services first reported a position in ESGE in Q1 2020 and has held it in 24 quarters since. The position peaked at $8.37M in Q1 2021. 154 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Cypress Wealth Services held 7,122 shares of iShares ESG Aware MSCI EM ETF worth $390K as of Q2 2026.
Cypress Wealth Services sold 992 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $51.8K.
iShares ESG Aware MSCI EM ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #284 holding.
Cypress Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 24 quarters since.
Cypress Wealth Services's iShares ESG Aware MSCI EM ETF position peaked at $8.37M in Q1 2021.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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