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Coppell Advisory Solutions Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.25M Buy
+15,712
New +$1.2M 0.24% 99
2023
Q1 		$759K Sell
10,667
-32,196
-75% -$2.25M 0.25% 103
2022
Q4 		$2.81M Buy
+42,863
New +$2.69M 0.95% 22

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions Corp's EFA Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2024: 15,712 shares worth $1.25M. The stake represents 0.24% of the portfolio and ranks #99 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in EFA as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in EFA in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2022. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Coppell Advisory Solutions Corp held 15,712 shares of iShares MSCI EAFE ETF worth $1.25M as of Q1 2024.
  • iShares MSCI EAFE ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares MSCI EAFE ETF made up 0.24% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #99 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares MSCI EAFE ETF position peaked at $2.81M in Q4 2022.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.