Cypress Wealth Services
ESGE icon

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
Q3 		$385K Sell
7,046
-76
-1% -$4.05K 0.05% 282
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% -$1.52K 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 		$5.06M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cypress Wealth Services's ESGE Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 1.1% in Q3 2026, selling an estimated $4.05K and leaving 7,046 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #282.

Cypress Wealth Services first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.37M in Q1 2021. 451 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Cypress Wealth Services held 7,046 shares of iShares ESG Aware MSCI EM ETF worth $385K as of Q3 2026.
  • Cypress Wealth Services sold 76 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $4.05K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #282 holding.
  • Cypress Wealth Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • Cypress Wealth Services's iShares ESG Aware MSCI EM ETF position peaked at $8.37M in Q1 2021.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.