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COMPASS FINANCIAL MANAGEMENT LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93K Buy
+22
New +$2K ﹤0.01% 1320

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EFAV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 22 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

427 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 22 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.93K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1320 holding.
  • 427 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.