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

Coppell Advisory Solutions’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
2025 Q2	–	Sell	-3,484	Closed	-$289K	–	378
2025 Q1	$289K	Buy	3,484 +855	+33%	+$68.9K	0.04%	266
2024 Q4	$199K	Sell	2,629 -124	-5%	-$9.82K	0.03%	276
2024 Q3	$231K	Sell	2,753 -296	-10%	-$23.8K	0.03%	255
2024 Q2	$239K	Buy	+3,049	New	+$242K	0.04%	228
2023 Q4	$1.17M	Sell	15,478 -27,385	-64%	-$1.94M	0.23%	96
2023 Q3	$2.81M	Buy	42,863 +9,582	+29%	+$686K	0.97%	22
2023 Q2	$2.38M	Buy	33,281 +22,614	+212%	+$1.64M	0.67%	26
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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's EFA Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 3,484 shares — an estimated $289K sold.

Coppell Advisory Solutions first reported a position in EFA in Q4 2022 and held it in 9 quarters. The position peaked at $2.81M in Q3 2023. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 3,484 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $289K.
Coppell Advisory Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 9 quarters.
Coppell Advisory Solutions's iShares MSCI EAFE ETF position peaked at $2.81M in Q3 2023.
2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.