Coppell Advisory Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+3,192
| New | +$203K | 0.02% | 356 |
|
|
2025
Q1 | – | Sell |
-5,064
| Closed | -$265K | – | 762 |
|
|
2024
Q4 | $265K | Buy |
5,064
+1,663
| +49% | +$87.1K | 0.04% | 235 |
|
|
2024
Q3 | $197K | Sell |
3,401
-118
| -3% | -$6.83K | 0.03% | 286 |
|
|
2024
Q2 | $187K | Buy |
+3,519
| New | +$187K | 0.03% | 271 |
|
|
2023
Q4 | $512K | Buy |
+9,827
| New | +$512K | 0.1% | 157 |
|
|
2023
Q3 | – | Sell |
-2,710
| Closed | -$131K | – | 1290 |
|
|
2023
Q2 | $131K | Buy |
+2,710
| New | +$131K | 0.04% | 235 |
|