Cypress Wealth Services, LLC EFV Holdings History
Cypress Wealth Services, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 201,254.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $11.86 Mil. This investment constitutes 2.41% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.06% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 9 purchases of EFV, at an average price of $51.30, for a total of 360,399.00 shares. In addition, there have been 9 sales at an average price of $50.59 for 159,145.00 shares. Based on historical transaction data and EFV's current price of $63.95, Cypress Wealth Services, LLC's estimated gain on his EFV holdings is $2.43 Mil, reflecting a 13.16% gain to date.
Cypress Wealth Services, LLC EFV ($63.95) Holding Chart
Cypress Wealth Services, LLC EFV ($63.95) 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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