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Coppell Advisory Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Coppell Advisory Solutions’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-106
Closed -$7.49K – 760
2024
Q4 		$7.49K Sell
106
-45
-30% -$3.31K ﹤0.01% 1213
2024
Q3 		$11.6K Buy
151
+45
+42% +$3.32K ﹤0.01% 1036
2024
Q2 		$7.35K Buy
+106
New +$7.44K ﹤0.01% 1106
2023
Q3 		– Sell
-88
Closed -$5.89K – 1288
2023
Q2 		$5.89K Buy
+88
New +$6.07K ﹤0.01% 820

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Coppell Advisory Solutions's EFAV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 106 shares — an estimated $7.49K sold.

Coppell Advisory Solutions first reported a position in EFAV in Q2 2023 and held it in 4 quarters. The position peaked at $11.6K in Q3 2024. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 106 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $7.49K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11.6K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.