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

Coppell Advisory Solutions Corp’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$262K	Buy	+2,522	New	+$251K	0.05%	212

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2024: 2,522 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings.

851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Coppell Advisory Solutions Corp held 2,522 shares of iShares MSCI EAFE Growth ETF worth $262K as of Q1 2024.
iShares MSCI EAFE Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
iShares MSCI EAFE Growth ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #212 holding.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

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