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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$229K Buy
+3,087
New +$220K 0.04% 232
2023
Q1
Sell
-136
Closed -$8.38K 627
2022
Q4
$8.38K Buy
+136
New +$8K ﹤0.01% 639

Other funds holding IEFA

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

Coppell Advisory Solutions Corp opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2024: 3,087 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IEFA as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IEFA in Q4 2022 and has held it in 2 quarters since. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,087 shares of iShares Core MSCI EAFE ETF worth $229K as of Q1 2024.
  • iShares Core MSCI EAFE ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Core MSCI EAFE ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #232 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

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