Coppell Advisory Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,731	Closed	-$335K	–	183
2025 Q4	$335K	Sell	3,731 -152	-4%	-$13.4K	0.03%	308
2025 Q3	$337K	Buy	3,883 +745	+24%	+$63.3K	0.04%	314
2025 Q2	$261K	Sell	3,138 -19,414	-86%	-$1.54M	0.03%	315
2025 Q1	$1.62M	Buy	22,552 +20,496	+997%	+$1.53M	0.22%	110
2024 Q4	$145K	Sell	2,056 -1,039	-34%	-$76.7K	0.02%	339
2024 Q3	$242K	Buy	3,095 +850	+38%	+$63.6K	0.04%	246
2024 Q2	$163K	Buy	+2,245	New	+$165K	0.03%	298
2023 Q4	$225K	Buy	3,194 +3,058	+2,249%	+$202K	0.04%	253
2023 Q3	$8.38K	Sell	136 -2,434	-95%	-$163K	﹤0.01%	631
2023 Q2	$172K	Buy	+2,570	New	+$174K	0.05%	204
2023 Q1	–	Sell	-136	Closed	-$8.38K	–	627
2022 Q4	$8.38K	Buy	+136	New	+$8K	﹤0.01%	639

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 3,731 shares — an estimated $335K sold.

Coppell Advisory Solutions first reported a position in IEFA in Q4 2022 and held it in 11 quarters. The position peaked at $1.62M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,731 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $335K.
Coppell Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 11 quarters.
Coppell Advisory Solutions's iShares Core MSCI EAFE ETF position peaked at $1.62M in Q1 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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