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Ishares Tr hdg msci eafe shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 84k 34.88

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Envestnet Portfolio Solutions
Partners Capital Investment Group
Bank of New York Mellon
CWM
First Interstate Bank
Park Avenue Securities
Wells Fargo & Company
Janney Montgomery Scott
Jordan Park Group
Cambridge Investment Research Advisors

View all funds holding Ishares Tr hdg msci eafe