Cypress Wealth Services, LLC EFG Holdings History
Cypress Wealth Services, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 87,401.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $8.74 Mil. This investment constitutes 1.77% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.07% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q2. And since then Cypress Wealth Services, LLC has made 11 purchases of EFG, at an average price of $91.66, for a total of 300,827.00 shares. In addition, there have been 9 sales at an average price of $94.64 for 213,426.00 shares. Based on historical transaction data and EFG's current price of $110.01, Cypress Wealth Services, LLC's estimated gain on his EFG holdings is $2.24 Mil, reflecting a 8.12% gain to date.
Cypress Wealth Services, LLC EFG ($110.01) Holding Chart
Cypress Wealth Services, LLC EFG ($110.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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