Coppell Advisory Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,484
| Closed | -$289K | – | 378 |
|
|
2025
Q1 | $289K | Buy |
3,484
+855
| +33% | +$71K | 0.04% | 266 |
|
|
2024
Q4 | $199K | Sell |
2,629
-124
| -5% | -$9.38K | 0.03% | 276 |
|
|
2024
Q3 | $231K | Sell |
2,753
-296
| -10% | -$24.8K | 0.03% | 255 |
|
|
2024
Q2 | $239K | Buy |
+3,049
| New | +$239K | 0.04% | 228 |
|
|
2023
Q4 | $1.17M | Sell |
15,478
-27,385
| -64% | -$2.06M | 0.23% | 96 |
|
|
2023
Q3 | $2.81M | Buy |
42,863
+9,582
| +29% | +$629K | 0.97% | 22 |
|
|
2023
Q2 | $2.38M | Buy |
33,281
+22,614
| +212% | +$1.62M | 0.67% | 26 |
|
|
2023
Q1 | $759K | Sell |
10,667
-32,196
| -75% | -$2.29M | 0.25% | 103 |
|
|
2022
Q4 | $2.81M | Buy |
+42,863
| New | +$2.81M | 0.95% | 22 |
|