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

Coppell Advisory Solutions’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,111	Closed	-$223K	–	99
2025 Q4	$223K	Sell	3,111 -40	-1%	-$2.78K	0.02%	367
2025 Q3	$213K	Sell	3,151 -41	-1%	-$2.7K	0.02%	377
2025 Q2	$203K	Buy	+3,192	New	+$195K	0.02%	356
2025 Q1	–	Sell	-5,064	Closed	-$265K	–	762
2024 Q4	$265K	Buy	5,064 +1,663	+49%	+$91.1K	0.04%	235
2024 Q3	$197K	Sell	3,401 -118	-3%	-$6.52K	0.03%	286
2024 Q2	$187K	Buy	+3,519	New	+$191K	0.03%	271
2023 Q4	$512K	Buy	+9,827	New	+$486K	0.1%	157
2023 Q3	–	Sell	-2,710	Closed	-$131K	–	1290
2023 Q2	$131K	Buy	+2,710	New	+$133K	0.04%	235

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAS

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

Coppell Advisory Solutions's EFV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 3,111 shares — an estimated $223K sold.

Coppell Advisory Solutions first reported a position in EFV in Q2 2023 and held it in 8 quarters. The position peaked at $512K in Q4 2023. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,111 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $223K.
Coppell Advisory Solutions first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's iShares MSCI EAFE Value ETF position peaked at $512K in Q4 2023.
1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.