Coppell Advisory Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,891
| Closed | -$300K | – | 379 |
|
|
2025
Q1 | $300K | Buy |
4,891
+3,287
| +205% | +$201K | 0.04% | 262 |
|
|
2024
Q4 | $156K | Sell |
1,604
-165
| -9% | -$16K | 0.02% | 326 |
|
|
2024
Q3 | $191K | Sell |
1,769
-792
| -31% | -$85.5K | 0.03% | 293 |
|
|
2024
Q2 | $262K | Buy |
+2,561
| New | +$262K | 0.04% | 222 |
|
|
2023
Q4 | $409K | Buy |
+4,226
| New | +$409K | 0.08% | 173 |
|
|
2023
Q3 | – | Sell |
-2,515
| Closed | -$237K | – | 1289 |
|
|
2023
Q2 | $237K | Buy |
+2,515
| New | +$237K | 0.07% | 169 |
|