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

Coppell Advisory Solutions’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
2025 Q2	–	Sell	-4,891	Closed	-$300K	–	379
2025 Q1	$300K	Buy	4,891 +3,287	+205%	+$335K	0.04%	262
2024 Q4	$156K	Sell	1,604 -165	-9%	-$16.8K	0.02%	326
2024 Q3	$191K	Sell	1,769 -792	-31%	-$82.2K	0.03%	293
2024 Q2	$262K	Buy	+2,561	New	+$262K	0.04%	222
2023 Q4	$409K	Buy	+4,226	New	+$379K	0.08%	173
2023 Q3	–	Sell	-2,515	Closed	-$237K	–	1289
2023 Q2	$237K	Buy	+2,515	New	+$239K	0.07%	169

Other funds holding EFG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 4,891 shares — an estimated $300K sold.

Coppell Advisory Solutions first reported a position in EFG in Q2 2023 and held it in 6 quarters. The position peaked at $409K in Q4 2023. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 4,891 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $300K.
Coppell Advisory Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 6 quarters.
Coppell Advisory Solutions's iShares MSCI EAFE Growth ETF position peaked at $409K in Q4 2023.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

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