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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
2020
Q4 		– Sell
-161,387
Closed -$5.75M – 341
2020
Q3 		$5.75M Buy
+161,387
New +$5.72M 1.47% 14

Other funds holding ESGE

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 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. 167 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.
  • 167 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.