Cypress Wealth Services, LLC Msci Eafe Growth ETF Transaction History

Cypress Wealth Services, LLC

$555 Million
Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 37,993 shares of EFG stock, worth $4.4 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

37,993

Previous 88,784 57.21%

Holding current value

$4.4 Million

Previous $9.94 Million 56.49%

% of portfolio

0.78%

Previous 1.92%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$106.99 - $114.46 $5.43 Million - $5.81 Million	-50,791 Reduced 57.21%	37,993 $4.33 Million
Q2 2025 Jul 28, 2025	BUY	$89.8 - $112.0 $124,193 - $154,896	1,383 Added 1.58%	88,784 $9.94 Million
Q1 2025 Apr 10, 2025	SELL	$96.1 - $106.37 $4.63 Million - $5.12 Million	-48,131 Reduced 35.51%	87,401 $8.81 Million
Q4 2024 Jan 14, 2025	BUY	$96.83 - $106.88 $1.38 Million - $1.53 Million	14,297 Added 11.79%	135,532 $13.1 Million
Q3 2024 Oct 08, 2024	SELL	$96.84 - $108.77 $441,687 - $496,099	-4,561 Reduced 3.63%	121,235 $13.1 Million
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $3.69 Million - $4.03 Million	37,966 Added 43.23%	125,796 $12.9 Million
Q1 2024 Apr 15, 2024	BUY	$93.77 - $104.85 $110,648 - $123,723	1,180 Added 1.36%	87,830 $9.12 Million
Q4 2023 Jan 10, 2024	SELL	$82.53 - $96.98 $1.94 Million - $2.28 Million	-23,459 Reduced 21.31%	86,650 $8.39 Million
Q3 2023 Oct 13, 2023	SELL	$85.55 - $97.39 $1.54 Million - $1.75 Million	-17,971 Reduced 14.03%	110,109 $9.5 Million
Q2 2023 Jul 21, 2023	BUY	$93.15 - $96.95 $1.76 Million - $1.83 Million	18,852 Added 17.26%	128,080 $12.2 Million
Q1 2023 Apr 07, 2023	BUY	$84.36 - $93.68 $2.69 Million - $2.99 Million	31,898 Added 41.25%	109,228 $10.2 Million
Q4 2022 Jan 18, 2023	SELL	$72.2 - $88.14 $210,246 - $256,663	-2,912 Reduced 3.63%	77,330 $0
Q3 2022 Oct 14, 2022	BUY	$71.9 - $88.11 $734,530 - $900,131	10,216 Added 14.59%	80,242 $5.92 Million
Q2 2022 Jul 27, 2022	SELL	$77.95 - $97.78 $550,482 - $690,522	-7,062 Reduced 9.16%	70,026 $5.64 Million
Q1 2022 Apr 22, 2022	SELL	$87.3 - $110.53 $183,941 - $232,886	-2,107 Reduced 2.66%	77,088 $7.42 Million
Q4 2021 Jan 19, 2022	BUY	$105.06 - $113.44 $439,571 - $474,632	4,184 Added 5.58%	79,195 $8.73 Million
Q3 2021 Oct 13, 2021	BUY	$105.79 - $113.94 $1.45 Million - $1.56 Million	13,685 Added 22.32%	75,011 $7.99 Million
Q2 2021 Jul 14, 2021	SELL	$102.07 - $109.39 $3.06 Million - $3.28 Million	-29,944 Reduced 32.81%	61,326 $6.58 Million
Q1 2021 Apr 28, 2021	BUY	$97.17 - $105.39 $882,789 - $957,468	9,085 Added 11.05%	91,270 $9.17 Million
Q4 2020 Jan 22, 2021	BUY	$86.3 - $101.51 $423,387 - $498,008	4,906 Added 6.35%	82,185 $8.29 Million
Q2 2020 Jul 15, 2020	BUY	$68.27 - $84.77 $5.28 Million - $6.55 Million	77,279 New	77,279 $6.42 Million

Others Institutions Holding EFG

# of Institutions

1,112

Shares Held

109M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Account

Cypress Wealth Services, LLC Msci Eafe Growth ETF Transaction History